Client feedback and interview video testimonials are powerful storytelling tools that can make your brand more trustworthy, emotionally connect with your audience, and display real-world outcomes. You ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...

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 ...

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 ...

Online reviews have become so prevalent that they seem like just another step in completing a transactional purchase, whether it's buying a car, visiting a new restaurant or watching a recently ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

It's not the 1960s anymore. Financial advisors can finally let clients speak publicly on their behalf. In December, the Securities and Exchange Commission changed the rule on investment advisor ...

Leaving a customer review has never been easier, though not so much for wealth management clients. Fewer than 10% of SEC-registered firms reported using testimonials in their marketing materials, even ...