If you read Part I, you’ll remember that after LOTS of procrastination I finally sent out recommendation requests on LinkedIn on a Saturday while I had the house to myself. Before I analyze the response,… Read More »What Happened When I Asked For My Own Reviews? (Part 2)
Asking is hard (and scary) but so worth it For a while now I’ve been convinced that the future is certain (in one aspect): Financial Advisors will join every other industry in embracing online reviews.… Read More »What Happened When I Asked For My Own Reviews? (Part 1)
(This article by Davis Janowski references Amplify Reviews and was originally posted on WealthManagement.com on July 6,2023) Ratings and reviews of financial advisors are here, as is the technology to support both the reviews themselves… Read More »Advisor Reviews: Don’t Get Left Behind (Article Link)
(This article was originally posted on WealthManagement.com on June 16,2023) While advisors should be informed and prepared as to risks and compliance issues, the opportunity with reviews is clear. The “new” SEC marketing rule has… Read More »Should Advisors Be Worried About Online Reviews? It Depends.
Amplify Reviews got some great air time on the February 3, 2023 WealthStack podcast from WealthManagement.com This episode covered the 2023 WealthTech Outlook, and the Amplify Reviews segment starts at around 19:20, though the whole… Read More »Amplify Reviews on the WealthStack Podcast
If you haven’t yet taken a few minutes to play with ChatGPT, you really should. It’s amazing, and there’s almost no learning curve. I won’t spend much time explaining what it is – if you… Read More »What does ChatGPT know about online reviews and the SEC Marketing Rule?
(This article was originally posted on WealthManagement.com on December 16, 2022) Financial advisors can learn a lot from the lessons and evolution that have transformed online reviews and ratings for physicians. With its new marketing… Read More »Doctors Were Resistant to Online Reviews; Now They Embrace Them. What Changed?
(This article was originally posted on Advisor Perspectives on October 27, 2022) It was 40 years in the making, but the deadline for the new SEC marketing rule is finally upon us. It introduces many… Read More »Your First Marketing Campaign Under the New SEC Marketing Rule
For many businesses, this sentiment is the initial response I hear when a whole array of marketing topics comes up, especially the topic of online ratings and reviews. The unstated belief is that online ratings… Read More »Yeah, But All Of My Business Comes From Referrals