MIKE COADY

Growth Expert | Business Excellence | People Transformation
Mike Coady was appointed Chief Executive Officer of swissglobal in 2018, a position to which he brings a strong financial background and experience across a variety of roles. Mike is a skilled business strategy and growth leader, coach and motivator. He is a people’s person known for his ability to inspire teams towards excellence. He mentors his people and departments to transform their passion into outstanding results and long-lasting relationships with their clients.
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Testimonials demonstrate your credibility and expertise

Mike CoadyBusiness News Testimonials demonstrate your credibility and expertise

Testimonials demonstrate your credibility and expertise

Its proven that word of mouth among friends, colleagues and indeed customers drive more purchases and relationships than any other “purchase” influence.

Testimonials and recommendations give you and your business the ability to demonstrate your credibility and expertise.

I strongly believe every business owner, leader, manager and team member should continue to get a better understanding of this. After all, unless somebody refers your services, all potential clients need to be able to trust you when it comes to their initial and on-going relationship with you. Having a recommendation makes it all that more powerful, as everybody likes to see good track records, and positive words said about the people/company they are dealing with!

Not everybody has a long list of high profile clients to post on their website, or other social media sites, however what you most probably have is experience, so focus on getting testimonials on your skills instead of just your current role.

I have listed below what I believe is the best way to obtain testimonials.

1. Make a list of people

This could be people you have worked with directly within your firm, or people you have worked with on projects or implementation from other firms. You need to get the people you have had more frequent dealings with, and that have truly benefited from your guidance and/or expertise.

2. Reach out to those people and ask for the recommendation/testimonial

To make the process that bit smoother and quicker, I would suggest sending a link to your LinkedIn, or a tool similar, to others you have already obtained so that they can use as guidelines, etc. This often speeds up the process.

3. The requirement

If you would like a specific skill or role mentioned, then let them know. I would suggest either using the recommendation tool via LinkedIn where you can choose the role and company you are wanting the recommendation for, or in the subject of the email name the role or skill you are wanting to be included.

4. The follow up

We all get busy, and sometimes we think “I’ll just come back to that one” and guess what… we forget! Don’t feel bad, and send the reminder.

This is not a one-off exercise, you should be actively on the ball in this area and constantly looking at upgrading and adding fresh testimonials. This should be live at all times.

Testimonials are so strong for many things such as credibility, online presence, personal branding, etc. so do not underestimate the power of these, and get asking!

I have been in many meetings over the years and when we discuss obtaining referrals and testimonials, the amount of people that feel “uncomfortable” with asking is huge. Trust me and take note, if you are doing a great job, ask for the recognition, and get it on your profile. You deserve it!

We will all agree that the majority of people now research people, firms, products etc. before making any decisions, so the better your profile and branding is, the better your career will be.

I have enclosed my “What others say” for you to see and use as guidance, as trust me, its such a powerful thing to have.

Wealth management is a skill that if done right can have a tremendously positive impact on people’s lives by helping them achieve financial security. Check out my latest article on industry standards HERE.

Blog published by Mike Coady.

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Whether you are a young professional, entrepreneur or a high net-worth individual we have the right mix of people, expertise and options to suit your needs.

We are a global financial services firm, registered in Switzerland and grounded in Swiss laws and regulations. We are available to you wherever you might choose to be. In person.

Wherever you are in the world, you will have direct access to our specialists, guided by a dedicated adviser. We provide you with a resilient and agile advisory structure for every part of your financial life.

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