Reaping Testimonials of the Right Kind

A new marketing rule issued by the Securities and Exchange Commission has now opened the door for financial advisors to incorporate testimonials, and Andrew Johnson, writing in ThinkAdvisor, wants to make sure advisors reap testimonials of the right kind and in the right way….

Many of the cautions and concerns Johnson mentions are centered around compliance (legal) issues. For example, advisors should disclose if the testimonial is coming from a current or past client, if that client has been compensated in any way for providing a testimonial, and if there are any conflicts of interest.

But at least two of the questions the author raises are relevant for any business owner or practitioner, I believe:

1. How will you request a customer’s feedback? What will be the timing of the request?
2. Once testimonials have been received, will all of them be displayed? If not, how will those used be selected?

Remember the 1977 movie about aliens called “Close Encounters of the Third Kind”?  As I like to remind both the content writers at Say It For You and the clients who hire us, the goal of a blog marketing is to not to attract customers per se, but customers “of the right kind”. These are customers who have a need for and who will appreciate the services, products, and expertise being showcased in the marketing content.  On our end, “getting it right” takes planning and thought. Ask yourself: Are you selecting the right keyword phrases? Are you establishing the right clear navigation path from your posts to your landing pages? Are you blogging for the right reasons and with the right expectations?

In one of my earliest Say It For You blog posts, I recommended using testimonials and success stories to boost credibility. I quoted an observation by Webcopyplus.com that testimonials help your business in two ways, helping new customers decide to do business with you, but also fostering commitment from those providing the testimonials.

One common practice I’ve been careful to avoid when it comes to testimonials is writing remarks, then asking the client to approve and “own” them. In every one of the testimonials shown on my website, the words were created by the customer, never by myself or by another of the Say It For You team. I strongly disagree with Quora contributor Michael Stephen who says the following: “If a customer agrees to provide a testimonial, don’t wait for them to write it. They are busy, they are distracted with life, they don’t have the time. The solution? Write it for them forward it to them and let them know they can change it anyway they like.”

Yes, we “say it for you” in case study, blog post, and newsletter content, but, when asking for (“the right kind” of testimonials, we want our clients to say it for themselves!