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 ...

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 ...

Dear Tammy: What's the best way to ask a client for a testimonial? I don't want them to feel like I'm intruding, but I think it will help me get more business. Any tips? Tammy: What a great question!

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 ...

When was the last time you updated your website’s testimonials? Google and other search engines promote websites with frequent updates. Do you find the process awkward -- asking a client for a ...

The Securities and Exchange Commission’s updated marketing rules for financial advisors, which went into effect in late 2022, were welcomed by the industry as a long-awaited step into the 21 st ...

It's hard to believe, given the anticipation and discussion that preceded it, but the SEC's revised marketing rule went into effect more than three and a half years ago. And while it's understandable ...