TESTIMONIALS

Don’t take our word for it!

Read what Financial Advisors from all over the country are saying about Digital Sherpa…

“As a business owner and financial advisor, I simply don’t have the time to address the important need of maintaining a dynamic presence on social media. Digital Sherpa successfully navigates the regulatory and compliance requirements of my industry to create an online presence that has helped me to bring on new clients and grow deeper and more meaningful relationships with existing clients and centers of influence.”

Steven Ackerson

“Digital Sherpa consistently reaches out to our team members to gather and ensure we keep up to date content published on social media. Sherpa also ensures anything we post is home office compliant so that is something we don’t have to think about. Their long-term view has been very helpful.  We are able to focus on our jobs and Sherpa keeps track of and responds to social media comments and plans next steps.”

Darryl Teal

“Digital Sherpa has offered our practice convenience and value. Their service is completely turn-key and seamless, while at the same time delivering a high level of value. I would recommend their service for any advisor who wants a strong social media presence with no desire to hire a full-time staff member.”

Jeremy Sweeney

“Digital Sherpa has done an unbelievable job at putting out fresh content – relevant, timely and accurate. I’ve had many clients in the last year tell me how much they’ve enjoyed it!”

Joshua Broder

“My team and I have largely benefited from our partnership with Digital Sherpa. We’ve acquired numerous high net worth clients and can rely on the consistent content and branding services. Highly recommend!”

Camille Gagliardi

“My financial planning practice uses social media at a high level. Since we started working with Digital Sherpa we’ve seen an increase in the quality of our content, the engagement and overall branding. We’re also actively building our prospect base on LinkedIn with highly targeted campaigns.”

Joel Bird

Want more testimonials? Or maybe a conversation with one or more of our clients to assess further? We can arrange both. Let us know! 

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