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 ...

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 ...

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 ...

A compliment is the gift that keeps on giving. Not only are compliments free, but they can bring thousands of dollars into your business when you transform them into testimonials. Quote someone as ...

Opinions expressed by Entrepreneur contributors are their own. If you’re looking to land clients or business opportunities, client testimonials are critical to your success. They’re the key to ...

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 ...

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 ...