One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients ...

Testimonials make your marketing materials seem believable to potential customers. When a real person in a real community states that he was happy with your service and your product, customers may ...

“Self praise, no glory,” goes the old saying. Hopefully you are ahead of your annual sales and retention goals. But if, like the majority of advisers, you are struggling to attract new client ...

The SEC’s new Marketing Rule compliance date was November 4, 2022. As part of the Marketing Rule, the SEC expanded advisers’ ability to use client testimonials in marketing materials. With these new ...

Trust underpins our most valuable relationships. And in business, just as in life, this trust is hard-won and incredibly valuable. Testimonials communicate this trust to your prospective clients as no ...