Let Them Brag

When I first met Kelly Landry with CONA Wealth, I could tell immediately that she was both very intelligent and very real.

I’ve known some financial advisors in the past who were good at performing their advisor duties while not completely instilling confidence that they were truly listening or sympathetic to the challenges common people struggle with. Kelly was a breath of fresh air.

After only knowing her for a few months, it was obvious to me that she was more than an advisor — she was an advocate for her clients. I suggested that she let her clients share their stories.

Let them brag on you!

While crafting a new company website, I went to work at gathering a couple client testimonials. Real clients. Real stories.

The most rewarding part of the process is that without any prompting or scripting, the clients shared CONA’s highest values — it was obvious to them, too.

When your clients communicate your top goals as a business, that’s a huge win! That means you’re doing business with integrity — aligned with the values you say are important to you.

Clients and customers are typically very willing to participate in testimonial videos. They are happy to brag on you!

It’s a reminder of the positive experience you have shared together. No matter how much you share your values online or in person, it’s much more impactful when someone you have served well becomes your advocate.