We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant. This program is especially powerful for any advisor looking to strengthen their reputation and trustworthiness online. Testimonials are important because they provide credibility and social proof, and they also boost your search engine optimization (SEO) and help people find you online.
Why Are Testimonials Important for Financial Advisors?
The new testimonial rule is a phenomenal change for our industry (one that’s about 40 years overdue!). Client testimonials are really important for financial advisors for two reasons:
1. Testimonials provide credibility and social proof.
If you look up a restaurant or a car wash online, you want to see five-star reviews before you take the time to drive there. The same is true for financial advice. People want to see five-star reviews before they schedule a call or hand over their life savings. Testimonials give you that credibility factor.
2. Testimonials boost your search engine optimization (SEO) and help people find you online.
Google gives preferential treatment to businesses that have reviews. So, if you have zero reviews on your Google Business Profile page, it’s actually hurting you when it comes to people finding you online.
On the other hand, if your Google Business Profile page has at least five reviews, you’ll rank higher than those that don’t. So, for our Testimonial Program, our goal is to get you at least five, five-star reviews that boost your credibility and help improve your SEO.
Why We Created Our Testimonial Program
We developed our Testimonial Program because we know it can be awkward and uncomfortable asking your own clients for reviews.
A lot of times we see advisors with five-star reviews, but they either don’t have comments or the comments say something vague like, “Great financial advisor.” This tells a prospect absolutely nothing about who you serve, how you help, or why they should work for you.
With our Testimonial Program, we transform your testimonials from good to great by prompting your clients to talk about what prospects really want to know:
- Why did they choose you over another advisor?
- What’s the most important benefit they’ve gotten from working with you?
- What’s the most important thing you’ve helped them achieve?
These are the questions that lead to really fantastic, well-written testimonials that paint a clear picture of who you serve best and why your clients love working with you.
What’s Included in the Testimonial Program?
When you enroll in our Testimonial Program for financial advisors, you get:
- Up to five written testimonials
- A “Please Share Your Story of Working With Us on Google or Facebook!” email to collect testimonials
- A “See What Clients Are Saying About Us!” email to show off those glowing reviews
- A possible “Client Profile” article for any reviews that are truly remarkable and worthy of a deeper dive
- A disclosures page added to your website
- A “Client Stories” page added to your website that houses all your testimonials in one place
What are the three types of testimonials we help you get?
We help you collect these three types of testimonials:
- Reviews for your Google Business Profile and Facebook pages
- Client stories for your website
- Client profiles that highlight your best client reviews (usually in-depth video or text articles with photos)
How Our Testimonial Program Works
Okay, those are a lot of benefits. But how do we actually help you collect testimonials? Here’s the 14-step process we deploy once you enroll in our Testimonial Program:
- First check with compliance to make sure you can receive testimonials.
- We add a disclosure page to your website for testimonials. (We create this page if you don’t already have one.)
- We confirm that your Google Business Profile (GBP) and/or Facebook pages are live.
- We deploy our “Please Share Your Story of Working With Us on Google or Facebook!” email. This email asks all clients to leave a review, which is required by compliance.
- One week later, you send a specific email to your “target clients”—individuals who know you well, are tech-savvy, and have a GBP or Facebook account.
- We send your target clients survey questions via email and follow up for responses.
- We take your client’s response and write a great one-paragraph review.
- We ask your client to 1) post their review on GBP and Facebook (replacing their previous review, if necessary), and 2) give us permission to use it on your website.
- We follow up with your clients twice if they still haven’t posted on GBP.
- We create a page on your website called “Client Stories” where we add all the testimonials we receive. (We don’t create this page until you have at least three testimonials.)
- We create a corresponding email called “See What Clients Are Saying About Us!” that shows off all your client reviews.
- If a client gives a great review that’s worthy of a deeper dive, we’ll add that to your marketing content calendar as a “Client Profile” story.
- If a client is willing to do a video testimonial, we schedule a Zoom call to record their thoughts, then we edit it into a high-quality video (additional $500).
- At the end of the Testimonial Program, you receive a summary of your results and testimonials.
Testimonial Program Examples
When I first started out in my career, I realized I had meaningful questions about retirement planning, tax benefits, and life insurance needs. I decided to seek the help of a financial advisor to get answers to those questions. Oscar Casas and Tranquility Path were recommended to me by a trusted mentor who had worked with the team for decades, so I reached out.
After ending a long tenure growing my retirement at one company, Oscar helped me roll over and optimize my nest egg so it could grow safely and quickly based on my risk tolerance and time window. I have recommended Oscar and Tranquility Path to everyone—my friends, coworkers, and family. All of them are glad to have an educational and patient advisor in their corner, and very happy with the fee structure compared to other advisors they’ve spoken with. More than anything else, partnering with Oscar and Tranquility Path has given me peace and confidence regarding my future.
Our relationship with Henry Zupko goes way back. My husband had been working with Henry before we got married, so we joke that Henry was part of my husband’s dowry to me. Henry and his wife were at our wedding back in the 1980s and now our sons work with his son-in-law. We never considered working with anyone else!
Because of Henry’s expertise, I was able to retire from a very stressful career as a physician in order to volunteer as a health and education advocate while being available when our youngest child had special needs. Henry’s amazing financial advice, combined with the ability to thrive on my husband’s income, changed our lives. My youngest is now in his fifth year of his Ph.D. at age 23 and has also partnered with Tranquility Path as his financial advisor.
Henry has been so helpful that we have referred many others to him. We moved to Washington State over 20 years ago, and Tranquility Path was able to continue advising us, our friends, and the next generation. Henry’s ethics and effectiveness are what had us working with him in the first place and what keep us working with him. We appreciate the comfort and confidence Henry and his team give us during and despite terribly uncertain times!
When my wife and I decided to have kids, we knew we needed to enlist the help of a financial advisor. One of my patients highly recommended Oscar Casas at Tranquility Path Investment Advisors, and since partnering, he has helped me plan for retirement and understand my risk tolerance. When I have questions, he always gets back to me, and he helps me understand my options so I feel confident I’m making the best decision. I always recommend Oscar as he’s very knowledgeable and helps ease your worries about the future.
We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests.
We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.
I had recently retired and was at a complete loss as to what to do with my small retirement funds. My husband and I were introduced to Henry Zupko and his wife by close friends of ours, and we shared a table with them at an event we attended. Henry was gracious and professional, and so we made our first appointment to see him. Through our partnership, we watched our investments grow, which has allowed us to do so many more things that I previously could only dream of, like extensive traveling.
Please do yourself a favor and make an appointment with Tranquility; they’re professional, courteous, and easy to work with. They never pressure—just great advice. (And they actually get back to you!) You won’t be sorry! We have been with Tranquility Path Investment for several years now, and it’s one of the best decisions we’ve ever made.
When I entered retirement, I decided to seek the help of a financial advisor; and based on the recommendations of trustworthy friends, I reached out to Beau Henderson. Partnering with Beau was instrumental when selling our house and relocating, and he has also given valuable advice when purchasing cars. I’ve recommended Beau and RichLife Advisors to several friends, sharing how they are always available for questions and reliable for trustworthy advice. What I appreciate most is how Beau and his team respond in a timely manner, and I know I can trust them.
Prompted by a Facebook post, we attended a presentation Beau Henderson gave at Buford Community Center on retirement strategies. The presentation was so phenomenal, we pursued a financial partnership. Beau speaks in a language we can understand, offers a variety of plans, and really does work with the client to set achievable goals. Additionally, we were excited about the community he has created through several gatherings each year where people can meet and get to know each other—which is very appealing.
Beau has provided the opportunity to feel good about having a strategy that will take us forward into the next and final season. If situations change, as life does, he is very solution-oriented and always makes us feel valued and at ease. We have recommended Beau to many of our friends and acquaintances for their retirement planning. His knowledge, client service, and demeanor are so attractive that we want everyone to feel as confident as we do about our retirement advisor! Whenever we need Beau’s direction, he is available; we appreciate his expertise and guidance more than words can say.
A friend referred Beau Henderson to us. I knew they’d had some financial struggles, and through Beau’s help, they were able to find a path to overcome their challenges, put a plan in place, and chart a new future that included a solid retirement plan. So when it was our turn to seek out guidance for our impending retirement, we knew who to turn to.
Our main goal was to know we had enough saved in our employer-sponsored accounts and to safeguard our wealth to produce income during retirement. During the COVID shutdown, it looked like one of us was going to be forced into retirement sooner than expected. After evaluating everything, Beau provided a plan that offered reassurance during that season. The beauty of the plan was that we were no longer fearful; we were confident that regardless of the economy or forced retirement, we were in the driver’s seat!
We never hesitate to recommend Beau. We always tell others that retirement age comes sooner than you think, so you must find someone you trust to guide you on saving, investing, budget planning, and spending. Our advisor is that person we trust. The most important benefit of working with our advisor is a plan to navigate retirement and Social Security to maximize payments while minimizing tax liability. Our biggest regret was not seeking out Beau’s help earlier than just five years before retirement.
When I reached the age of 50, I realized I just might make it to retirement. Having grown up in the ’70s, I had taken the “spend it now because the world could end tomorrow” view. I also did not have jobs in my early career that offered a 401(k) or other retirement planning options. My last two jobs before retirement were good jobs with a good income, and I had the opportunity to put money away for retirement. But I knew I needed advice on how to do it wisely.
I attended one of Beau Henderson's Social Security seminars and appreciated his openness and vast knowledge of retirement planning. When we met one-on-one, he was very interested in my plans for retirement and I felt he genuinely wanted the best for me. Partnering with Beau helped me overcome my fear of outliving my money or losing it in the stock market.
Anytime I feel someone could use Beau’s assistance, I share his information and his book, along with my personal experience of his work ethic, genuine care, and how he’s helped me. By far the best part of working with Beau has been the comfort and confidence of having someone in my corner that truly cares about my future.
After leaving my teaching job to take care of my parents in 2012, I needed to be sure that l could retire and still have enough money to sustain me. I heard about RichLife Advisors on the radio and reached out.
My biggest hurdle was retiring a few months before Social Security would begin, but Beau Henderson walked me through the steps to show me l had plenty of money to retire comfortably. He found money I didn’t realize l had, my investments have increased, and l live comfortably—all thanks to his advice and investments.
I often recommend Beau Henderson and RichLife Advisors to friends and acquaintances. Their retirement and investment knowledge and experience put you at ease. Beau explained every step of my investments and allayed my fears and concerns. I appreciate knowing he’s just a phone call away if I need help or advice.
Prior to partnering with Cedar Brook, we were with another agency and no longer happy with our financial counselor. My daughter had dealings with Frank in a different capacity and felt he could meet our needs. We made an appointment, and from the very start, we knew that Frank was a great fit for us. We felt he understood what we needed/wanted, we recognized his strong commitment to meeting those needs, and we appreciated his honest and open approach. We met with Frank several years prior to our retirement, which allowed us to feel comfortable once we were ready to make that move. We have since both retired and are doing well. In addition to our annual reviews, Frank continues to regularly reach out to keep us informed and seek our input if we'd like to see any changes.
We have recommended Frank to our very close friends, who have shared with us that they are pleased with Frank and are partnering with him as their financial advisor as well. Although their goal is different from ours, they also feel Frank understands their needs and is looking out for their best interest.
We also are very pleased with Luci Charnas (Associate) and feel she is a great addition to the team. She is always approachable, able to assist with our questions, and an awesome link when working with Frank to ensure easy access. I think the greatest benefit of working with Frank is the comfort in knowing he helps keep our financial status secure during retirement. We would recommend Frank and his team to anyone!
For about 30 years I was with another financial investor but switched to partner with Cedar Brook about 10 years ago for one reason: Frank Legan came highly recommended by my niece, Alyson. And Frank has advised me with my investments ever since.
I enjoy working with Frank mainly because of his approach to investing and continuous follow-up, which is why I recommend him to anyone that asks. I know that when I refer someone to Frank, he will follow up and the individual will be extremely happy working with Frank. Frank not only has good sound advice about investments, but he genuinely cares about the people he works with.
Based on our initial meeting, Frank recommended a financial plan; we have followed that plan, with Frank addressing all issues and concerns raised in the plan (including long-term care insurance), and he recently helped with an insurance issue related to my father’s life insurance policy.
I am extremely happy working with Frank and will continue to work with him and refer clients to him even after I retire. (He has even referred several tax clients to my firm!)
The most important benefit from working with Frank is the comfort in knowing that my investments are in good hands and are being well managed. I know I'm working with someone who truly cares about me and my family.
When I retired from the public sector as a firefighter/paramedic in late 2016, I was looking to combine my IRAs and 457 plan with a financial firm that could manage them for my family's future, and provide a secure stream income for my wife and daughter in my estate plan.
Shortly after retiring, I was introduced to Cedar Brook Financial Group by a friend, and my wife and I had several meetings with Frank Legan, a partner with the firm. Visiting a financial planner was a big step for our family as I had always taken care of our retirement savings while working. Both Cedar Brook and Frank Legan were very patient and informative in their presentations and presented various options to safeguard our retirement assets. Frank made us feel like family, and so we felt very comfortable and secure in handing him the reins for the next step in our financial lives.
We’ve had some changes along the way—all for the better. The securities were now being handled by Charles Schwab, a win-win situation for both us and Cedar Brook. Recently Frank added a premier advisory firm to our portfolio, Frontier Asset Management, which moved our investing theme to a more conservative model to safeguard our retirement assets. Frontier's model is downside first, while protecting your assets, an approach that has proven very effective since the start of the pandemic and resulting recovery to date.
I have recommended Cedar Brook Group, and specifically Frank Legan, to some friends as well as my new son-in-law to handle their financial concerns. When you call or visit Frank and his dedicated assistant, Luci Charnas, they always make you feel welcome, like family, and will always take the time to talk to you and answer your questions. Sometimes I like to stop into just chit chat with Frank and Luci over a cup of coffee, talking about our families as well as financial matters. This family atmosphere is evident throughout the Cedar Brook location.
Our family feels very fortunate to have found such a match in Cedar Brook, and especially Frank and Luci, to navigate, protect, and inform us through the next phase in our financial future.
We have known our advisor, Frank Legan, for about 20 years. He has been our advisor for about 15 of those. Frank has proven to be very honest, available, and trustworthy. He is also very good at what he does! If you decide to use his service, you will get a low-key, considerate, quality advisor that tailors his service to your needs. By the way, we couldn’t be happier with our results!
Cedar Brook Financial is the best thing that has happened for my financial future. Frank and Luci are professional, very personable, and a delight to work with. They explain things in a way that makes sense to clueless laypeople such as myself. Cedar Brook has served me well, and the rewards have been greater than anticipated, so I often recommend their services to others. My only regret is that I didn’t use Cedar Brook sooner!
In 2016, Jim and I began looking for a financial advisor because he was nearing retirement and there’s a large age gap between us. With retirement looming for Jim and my longer life expectancy, we were both feeling overwhelmed, wondering what to do with all our retirement accounts. My brother-in-law, Michael DeJohn, works with Frank and made the recommendation. Prior to that, it felt like I was cherry-picking someone. Who really knows whether you can trust (or even like) the person giving you advice?
Frank has been the advisor I previously could only have wished and dreamed of. We have ABSOLUTE trust in him. This trust began in part because we trust Michael, who recommended Frank, but it grew because of Frank and his calm, straightforward, and honorable behavior. Financial advice is one thing (and we trust Frank there), but trusting the character of the person giving you that advice is completely another. Both Jim and I have peace of mind that our interests and wishes are being listened to, and the belief that Frank will advise but ultimately do what we desire. We sleep well knowing that Frank—and by extension Cedar Brook—is looking out for our interests and helping us navigate the retirement part of retirement accounts.
I desired a plan that would set me up for a healthy retirement, so I decided to seek the help of a financial advisor. I met Frank Legan of Cedar Brook Group over 15 years ago and connected with him very quickly. It's abundantly clear that Frank is an expert in his field and loves what he does. I truly appreciate that he gives advice based on what is best for you as a person, not what necessarily puts more money in his pocket.
If you want an advisor that's in the business for the right reasons, work with Frank. He's great at explaining and answering questions, and talks to you in ways you'll understand. He truly listens and always follows up.
As a CPA, I work with a large variety of clients, and whenever I'm asked for a financial advisor recommendation, Frank is the first name out of my mouth. Those who have gone on to work with him always rave about their experience.
My top priority is setting myself up financially to weather any storms and have a successful retirement. It's an amazing feeling to have the opportunity to work with a great business partner to make it happen. I look forward to many more years working with Frank and his team.
How Much Does It Cost?
Program Pricing: $999
(Additional $500 for video testimonials)
Think of our Testimonial Program as an investment in your future. Collect glowing, five-star reviews today, and they’ll keep serving your business and attracting the right clients for years to come.
