Skip to content
Opens in a new window Opens an external site Opens an external site in a new window
  • Log In
  • Subscribe
  • News
  • Perspective
  • Report Cards
  • Partner Content
  • CE Corner
  • Soundbites
A painless route to client testimonials
  • News
    • Industry
    • Regulation
    • Markets
    • Economy
    • Product
  • Perspective
    • Editorials
    • Letters to the Editor
    • Columns
  • Report Cards
    • Brokerage Report Card
    • Dealers’ Report Card
    • Report Card on Banks
    • Advisors’ Report Card
    • Special Reports
  • Partner Content
    • Appointment Notices
    • Brand Knowledge
    • Expert Advice
    • Partner Reports
  • CE Corner
  • Soundbites
Practice Management

A painless route to client testimonials

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.

February 16, 2016
A painless route to client testimonials

Dan Richards

Share

Related

  • The retirement planning gap
  • Health-care budgeting for longevity
  • Client review meetings are advisors’ chance to stand out in the age of AI

Read next

  • 5 ways you can help clients navigate a successful business transition

  • Firm hopes to support younger advisors through new practice financing program

  • How to write a job posting for an assistant

Investment Executive

Follow us:

  • linkedin
Subscribe Log In
Newcom Media

© 2026 Newcom Media Inc.

Our Brands

  • Finance et Investissement
  • Advisor.ca
  • Conseiller.ca