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Capturing Raving Client Reviews

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

Client reviews are incredibly impactful. All of our must-reads for this week are laser-focused on leveraging client feedback – from how to ask for them to how to stay compliant, we’ve got the answers this week.

The first hurdle of capturing rave reviews is quite simply asking for them. This piece covers 7 ways to effectively ask for reviews, particularly on your social channels.

The financial services industry has a unique challenge of ensuring client testimonials are compliant. However, this should not dissuade you. Take a look at this video on how to gain client feedback while adhering to compliance regulations.

This author poses the question, what if every interaction you had with your clients was subject to a review? Every interaction is an opportunity for them to reevaluate their relationship with you and using their feedback is key to improving their ideal experience. Here’s a list of suggested questions to ask them.