5 keys to creating impactful client case studies.

Calculating an ROI for your case studies isn’t hard. But it does take some forethought and planning.

How RIAs can comply with the SEC’s new marketing rule and generate social proof.

Videos are among the hottest marketing trends. But are they effective?

Are you focused on your zone of genius?

Conducting your own client interviews typically doesn’t work. There is a better way…

How you ask your clients to participate in a case study is every bit as important as who you ask.

Success Story Studio landed in Atlanta for XYPN LIVE 2023, and we have some thoughts!

How to promote and get the best returns from your client success stories.

Picture this. You have just helped a new client family achieve their goals. They can’t stop raving about your firm’s personalized service and expertise, and perhaps even offer a testimonial.

So, you gingerly ask the couple to participate in a case study about their experience with your firm. They enthusiastically agree, and you’re on your way!

Case studies, also known as customer success stories, are an excellent way to communicate your company’s value to qualified prospects, by demonstrating how you have helped actual customers solve real-life problems. You can spout all the features and benefits of your offering and preach outstanding customer service until you are blue in the face, but often it takes a well-positioned testimonial to close the deal.