facebook twitter instagram linkedin youtube thumbs-up thumbs-down

Subscribe &
Stay Connected

Join our newsletter to get useful tips and valuable resources delivered to your inbox monthly!

By Stuart Farst SEC Ad Rule

How To Include Testimonial Pages on Your Website

9 minute read
How To Include Testimonial Pages on Your Website Featured Image

In response to the SEC’s new ad rule, many advisors are now taking full advantage of the ability to showcase testimonials on their websites.

To make this transition easier for advisors, our team created a testimonial template for Website Engine users.

Including testimonials though requires adjustments to your current site. So whether you’re looking for inspiration on where to include testimonials, or just want to know how to add them to your site, this post is for you.

First, we’ll look at 3 must-haves to implement your testimonial page. Then, we’ll explore four Twenty Over Ten clients currently using our testimonial template. Lastly, we’ll look at how you can add testimonial pages to your site. Be sure to receive approval from your compliance team before implementing any new marketing or testimonial pages to your site. Read on to learn more.

3 Must-Haves Before Implementing Your Testimonial Page

There are 3 things you’ll need to do before adding a testimonial page to your website:

  • You need to provide a link to all testimonials: It’s fine to choose the best reviews to display on your website, but be sure to include a link to where visitors can easily go to see all of your firm’s reviews objectively (a link to Yelp, Google Reviews, etc). This might look like a button at the bottom of the page that says “To see all our firm’s reviews, head over to Google.”
  • Provide a call-to-action: Your testimonial page shows visitors what clients think about your services, but you’ll also want to use it as a way to acquire more reviews. Include a call-to-action and a link leading visitors to your Google My Business page.
    Create a design plan: You’ll want to include your testimonial page in a location that feels natural and benefits your current site design and user experience. For example, a single-page site might place testimonials before your final contact form to help drive conversions.

4 Examples of Testimonial Pages

Below are four ways advisors have used our testimonial template, feel free to explore them for your own inspiration.

1. Retirement Matters

Retirement Matters uses our Iris Framework to provide visitors with a streamlined one-page experience. This Framework is great for easily guiding visitors through your site’s content, and feels more natural on a mobile device.

Retirement Matters opted to include a testimonial page near the bottom of the site:Retirement Matter Testimonial Page

This way it is closest to the contact form at the bottom of the page, and more relevant for new visitors who have already passed key information, like services and fees.

For advisors using a single-page site, consider including your testimonials in a similar fashion – close to your contact forms. This way your testimonials help support your conversions.

2. Cornerstone Wealth Consulting Services

Cornerstone Wealth Consulting Services is also built on our Iris Framework. However, Cornerstone opted to include testimonials in the about section of the website:

Cornerstone Wealth Consulting Services Testimonial Page

Featured in a tabular menu, the testimonials appear alongside other background information for the firm. The makes sense from a design perspective, allowing visitors to understand both how the firm presents itself, and what clients think of the firm.

3. Heller Wealth Management

The Heller Wealth Management site, built on our Fresnel Framework, offers traditional navigation with an elegant design. Subpages separate information for visitors, allowing them to navigate that their leisure.

Similar to the previous two sites, the navigation bar guides visitors through the process of self-qualification. For example, the testimonial page on the Heller Wealth Management site can be found under the “Why Us?” tab:

Heller Wealth Management Testimonial

Heller Wealth Management’s testimonial page also offers an SEO advantage over the designs above. As a subpage, it has its own title tag and meta description, making it easier to search. That way, if a potential client searches for reviews online, there’s a higher chance of being directed to the Heller Wealth Management testimonial page.

For example, if we go into Incognito and search “Heller Wealth Management Reviews” on Google, we receive the testimonial page as the second organic result:

Heller Wealth Management Reviews Search

4. Global Wealth

Last on our list of examples, is Global Wealth. As an Ireland-based advisory, Global Wealth does not fall under the same SEC restrictions, allowing the site to showcase testimonials for some time.

Built on the Iris Framework, Global Wealth’s testimonial page combines features of the three examples above. First, by utilizing a one-page design, second by separating testimonials to a subpage:

Global Wealth Testimonial Page

The one-page design allows Global Wealth to present testimonials at the appropriate moment to help visitors self-qualify. While separating them onto a subpage provides SEO benefits. For example, if we do an Incognito search of “Global Wealth Ireland Reviews” in Google, we receive the Global Wealth testimonial subpage as the second organic result:

Global Wealth Reviews Search

How To Add Testimonial Pages To Your Website

Be sure to receive approval from compliance before adding a testimonial page to your website or using any new marketing strategies.

As a Website Engine user, it’s easy to add a testimonial page or slider to your website.

To do so, follow this support article containing detailed instructions and copyable code to create your own testimonial page. Though before adding testimonials to your site, be sure to keep the following in mind:

  1. Where will you place your testimonials? Consider the examples above and decide where you want your testimonial page to be located. Will it be a separate page? Will it exist as a slider in your current navigation? Or will it appear on your home page? Consider how each location affects user experience before including your testimonials.
  2. Before adding a testimonial page to your website. Your site’s testimonial page will not contain all of your reviews, so be sure to include a link to your Google My Business for users to follow.
  3. Consider additional features. Consider using your testimonial page to request more reviews as well. Or, direct visitors to contact you after reading reviews.

Wrapping Things Up

Including a testimonial page on your site is a great way to showcase what you’ve done for previous clients. Though, before adding testimonials, be sure to consider your goals, and how they will fit into your site’s design overall user experience. And once compliance approves of their usage, you’ll be set to include testimonials on your website.

Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month-to-month plans).

Get All The Details Here

stuart farst


About The Author

Stuart Farst

Stuart is a Content Marketing Specialist at Twenty Over Ten and enjoys creating content that both entertains and educates. A Game Designer at heart, he can be found pursuing one of his many hobbies during his free time.