Your financial clients are the crux of your business and why you do what you do.
They can also help you get better at your profession.
When you know why they choose you – you can serve them better (as well as convert prospects more consistently)!
This is why testimonials or simply asking for feedback is crucial.
Here at Evolvd, we aim to ask for feedback after our clients have been with us a while.
We want their feedback to be tried & tested.
We don’t just want the rose-colored glasses experience.
We want to know what’s working for our financial advisors & not working for them.
Our goal is exceed expectations & increase success – for them, their leads/prospects/clients and Evolvd.
So we ask.
Recently – one of our advisors shared the following feedback (only edit was for formatting purposes).
“Thank you for the opportunity to provide feedback.
I want to take a moment to emphasize just how valuable it has been to work with a resource who brings prior experience in lead follow-up to the table.
Having been in a similar position myself, I can truly appreciate the challenges of balancing the demands of studying for credentials, building credibility, and mastering new CRM platforms—all while striving to stay on top of a constantly evolving sales landscape.
Coordinating webinars, seminars, and other educational events to generate leads, nurture relationships, and cultivate long-term opportunities is no small feat, and requires a high level of organization and expertise.Through my experience, I’ve learned firsthand how critical it is to have a well-established set of processes and professional resources in place to manage leads effectively.
Without these systems, it can be easy for opportunities to slip through the cracks, especially when you’re juggling multiple tasks at once.
This is where EVOLVD, and specifically you, Vanessa, have made such a significant difference.
Your ability to implement and fine-tune these processes has been nothing short of transformative for my practice.The systems you’ve helped put in place have ensured that every lead is tracked and followed up with promptly, creating a more structured and efficient workflow.
Thanks to your expertise, I now have the tools and processes I need to identify potential opportunities quickly, which allows me to focus more on closing deals rather than spending excessive time on administrative tasks.
This streamlined approach has not only made my lead-generation process more effective, but it’s also given me more confidence in my ability to guide prospects seamlessly through the sales cycle—from initial contact all the way to closing.What stands out most about working with you, Vanessa, is your dedication to making sure no opportunity is missed and your proactive approach to problem-solving.
Your commitment to continually refining and improving these processes has added immeasurable value to my practice, and I am truly grateful for the partnership we’ve developed.“~Actual EVOLVD client
If you are not asking for client feedback or testimonials, you are missing the boat.
Not only will this serve your existing & future financial clients, it helps you better connect with your business purpose.
And ideally adds more enjoyment to the work you do too! 😉
