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 ...

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 ...

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 ...

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!

Client testimonials can add credibility to your marketing message and help persuade potential clients to choose you as their advisor. “Potential clients can relate to the positive experiences of ...

As financial advisors aim to tap into opportunities afforded under the SEC’s recent update to its rules about client testimonials, a new fintech company launched to help them do so. Processing Content ...

Testimonials and endorsements — in the form of videos, written words, and star ratings — undeniably work. Social validation is powerful, be it from paid actors or willing customers. That’s why ...