Creative Planning, one of the largest registered investment advisories in the country, run with over $36 billion in client assets, has settled with the Securities and Exchange Commission over charges ...

Like any other business, law firms need to combine multiple strategies to show potential clients how they stand out from their competition. In addition to creating a strong website with high-quality ...

We’re excited about the SEC’s updated ruling on advisor testimonials. If you’re an RIA, you’re now able to capture your clients’ advocacy in written or video format. These testimonials will be used in ...

“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 ...

Opinions expressed by Entrepreneur contributors are their own. Testimonials are a powerful way for law firms to market themselves. Best of all, they cost almost nothing and leave your marketing budget ...

Imagine if you could bottle the enthusiasm your clients have for working with you and use it to capture new business. That’s where real estate testimonials come into play. We all know that getting ...

Opinions expressed by Entrepreneur contributors are their own. Being the child of two educators, I grew up hearing my parents’ students ask, “Can you please write me a letter of recommendation?” And, ...

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 ...