If you’re interested in finally sharing testimonials from satisfied clients, here’s everything you need to know. Many consumers now rely on customer reviews to choose everything from their plumber to ...

The SEC on Tuesday approved a final marketing rule that updates regulations for investment adviser advertising to reflect technological advances. The new rule replaces the advertising rule, which was ...

Last week, I talked about everything you always wanted to know about securing customer testimonials. But once you have them in hand, it's what you do with them that really counts. What follows are ...

Prospective clients often search for testimonials and reviews of financial advisors on Facebook, Yelp or other social media sites. Often, their searches come up short. That's because advisors, unlike ...

"Video testimonials are the secret sauce to B2B growth!" If that statement piques your interest, then you're in for a treat. In this episode of the Marketing Smarts Live Show, host George B. Thomas ...

Testimonial marketing is highly effective for building trust with consumers. The SEC now permits Financial Advisors to use testimonials in marketing, but there are stipulations. Updates to the SEC ...

The SEC’s new Marketing Rule compliance date was November 4, 2022. As part of the Marketing Rule, the SEC expanded advisers’ ability to use client testimonials in marketing materials. With these new ...

State-regulated investment advisers are seeking the same latitude to use testimonials to promote their firms that larger advisory firms will have under a new SEC rule, but they will have to wait for ...

If I post on my Facebook page that I used Skinny Biscuits to lose weight, that’s an endorsement. But if I have no relationship to the Skinny Biscuit company and I am not selling Skinny Biscuits, it is ...