Tag: M&A
Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

Harnessing the Power of Testimonials for Business Growth with Andrew Johnson of Testimonial IQ

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The use of testimonials creates a powerful opportunity to amplify the potential reach of positive experiences through word-of-mouth sharing to new audiences. For financial advisors, online reputation is becoming increasingly important as clients turn to digital channels for information. Understanding how to leverage testimonials effectively can be a game-changer for business growth.

In this episode of WealthStack, Shannon Rosic, Director of WealthStack Content & Solutions, chats with Andrew Johnson, CEO, and Co-founder of Testimonial IQ, about why financial advisors should care about Google reviews, the role of compliance in managing testimonials, and how to align online presence with real-world client relationships.

Shannon and Andrew discuss:

  • Understanding testimonials vs. endorsements
  • Overcoming the fear of feedback
  • What advisors need to know about SEO
  • Future trends in online reputation management and the role of AI in compliance

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Connect with Andrew Johnson:

About Our Guest:

An experienced FinTech entrepreneur, Andrew previously co-founded Datalign Advisory, an RIA referral platform where he serves as a board advisor. Before Datalign, he worked in management consulting with a focus on B2C marketing and in product/operations strategy with Meta (Facebook). Andrew served for five years in the Navy as a Surface Warfare Officer, including two deployments on the world’s finest Destroyer, USS O’Kane. Andrew earned his MBA from the University of Virginia and his BS from Davidson College. He resides with his family in Denver, CO.

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The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

The WealthStack Podcast: Unpacking The State of CRM with Doug Fritz

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Proactive client engagement through technology has become paramount, which means the role of the CRM has evolved. In an increasingly uncertain economic environment, advisors must future-proof their business models to scale operations and expand their reach. A key area to revisit is their CRM system, which has become crucial for delivering personalized services and enhancing client engagement. 

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with  Doug Fritz, CEO and founder of F2 Strategy, about the current state and future of CRM systems in the wealth management industry. 

Shannon and Doug discuss:

  • The shift from traditional CRM systems to more integrated, automated solutions
  • Key frustrations and wish list items for wealth management firms using CRM systems
  • Differences in how firms view CRMs as either operational tools or client engagement tools
  • The role of CRM maturity and workflow customization in increasing satisfaction

Connect with Shannon Rosic:

Connect with Doug Fritz:

About Our Guest:

Doug Fritz is the co-founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after WealthTech consultant leads an all-star team of executives in technology-driven operations, digital client engagement, performance, and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences.

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The WealthStack Podcast: The Post-Merger Playbook

The WealthStack Podcast: The Post-Merger Playbook

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Mergers and acquisitions often mark the beginning of a transformative journey, filled with both incredible opportunities and challenging headaches. Few industries offer more enticing M&A potential than wealth management, a fragmented sector where performance, processes, and personnel must consistently operate at peak efficiency. For financial advisory firms, regardless of size or type, preparing for acquisition is vital, which is why thorough planning and having a well-defined project plan are crucial for a successful merger.

In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Verity Larsen, Founder and CEO of Versoft Consulting, about the importance of a comprehensive post-deal integration strategy.

Shannon and Verity also discuss:

  • Why working with reliable vendors and partners can significantly streamline the merger process
  • The role of data accuracy
  • Why assessing cultural and operational compatibility between merging firms is essential for smooth integration
  • How to ensure user adoption of new systems 

Connect with Shannon Rosic:

Connect with Verity Larsen:

About Our Guest:

Verity is Versoft’s heart and soul. She co-founded the company in 2015 after spending 7.5 years as Team Lead and Senior Consultant at SS&C Advent. Prior to entering the consulting field, she worked as Assistant Director of Information Systems at a Portland-based asset management firm and has been in the investment management industry since 2000.

Verity graduated with an A.A.S. in Computer Information Systems from Portland Community College. She also spent 3 years on the Board of Directors for The Exchange Network (formerly Advent Users Group) serving as VP and President in her 2nd and 3rd years.

She’s committed to providing an exceptional consultative approach to every client and ensuring the work performed by the Versoft Team results in the highest level of customer satisfaction. Verity works to continue training and education throughout the Versoft team, passing on the knowledge she has gained being in this industry for so many years.  She also spends time building and maintaining relationships with vendors so the Versoft team can remain knowledgeable on technology platforms and tools, IT hosting, and data and outsourced service providers.

When she’s not doing CEO/Principal Consultant/Co-Founder things, Verity likes to spend time with family, including seven nieces and nephews and two great-nephews, in multiple states around the U.S. On rare occasions, she’ll hike around the Oregon Coast, Central Oregon, and other places throughout the Pacific Northwest.

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