Niche Marketing Strategies
Includes Q&A
Tuesday, July 23rd at 12 pm ET
Join Duncan MacPherson for a webinar on niche marketing strategies specifically tailored for financial advisors. In this session, you will learn how to identify and effectively target your Most Valued Prospects (MVPs) to differentiate your practice and elevate your brand.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Unleash the power of client testimonials!
2024-03-21 • 4 min video

This video reveals a game-changing strategy many financial advisors are missing.

In this video, you'll learn:

  • How a recent SEC rule change allows you to leverage client testimonials for marketing (and why it's a missed opportunity if you're not doing it).
  • Actionable steps to collect powerful testimonials from your clients (including scripts and landing page creation).
  • The surprising benefit of testimonials that goes beyond attracting new clients (hint: it strengthens existing client relationships and boosts referrals!).
  • How testimonials help you stand out and build trust with your ideal clients.

Stop wondering if you're providing enough value. See how client testimonials become a crystal-clear signal that validates your work and fuels your purpose.

This video is perfect for financial advisors who want to:

  • Grow their business through referrals.
  • Increase client trust and credibility.
  • Attract their ideal clients.
  • Strengthen client relationships.

Ready to unlock the power of client testimonials? Watch now!

This is an excerpt from episode 55 of the ?Always On with Duncan MacPherson?s podcast featuring Seth Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing.

Stream the new episode "The Future of Branding and Client Acquisition" by clicking here:

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