Creds: Client Testimonials
Creds: Client Testimonials
Build your business on trust and credibility
In the ultra-competitive financial planning world, trust and credibility separate you from the pack. Client testimonials are one of the most effective ways to build this foundation with clients, but can be difficult to collect. So, we’re here to help…
Creds lets you strategically amplify the success stories of your happy clients! In one tool, easily collect, organize, and use testimonials to turn prospects into loyal clients. Across every channel you communicate with clients – website, email, social – Creds makes client testimonials your most effective sales tool.
Watch our introduction video here: What is Creds? Intro Video
FPA Advantage
FPA members leverage Creds Testimonials to build trust and credibility with clients, powering the core pillars of their business:
Lead Generation
When prospects scrolling through your website and social media see testimonials from your other successful clients, they book intro calls to learn more.
Increased Conversion Rates
Prospects are usually vetting you against other financial advisors. Consistently using client testimonials in your email negotiations and ongoing communications tips the scales in your favor.
Client Retention
Sharing testimonial success stories with current clients reminds them they’re in good hands, building long-term relationships.
Benefits
Creds helps you grow your businesses using client testimonials by giving you:
Effortless Collection
- Add testimonials you already have
- Collect new testimonials with ease
- Highlight important feedback (e.g. 17% YoY return)
Smart Organization
- Categorize by product or service (e.g. 401K, Retirement Planning, etc.)
- Edit and revise testimonials with full control
- Customize CTAs to drive lead gen
Effective Utilization
- Put testimonials on your website
- Hyperlink testimonials in emails
- Download testimonials as images & videos
- Post testimonials to social & link-in-bio