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 ...

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 ...

“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 ...

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 ...

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 ...

The use of client testimonials is a common component in reverse mortgage marketing materials, websites and advertisements. American Advisors Group (AAG) has taken the concept to a new level with the ...

Prospects expect you to say that your business is excellent but sometimes an outside opinion holds more weight. Persuade prospects of the value of your services with a testimonial from clients.

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, ...

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 ...