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 ...

When a client of yours has a stellar experience with you, it seems like a given to ask them to leave you a review. You might ask for it to take place on Yelp, Google+, Facebook and maybe a few other ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Fast Company Executive ...

Are you a print subscriber? Activate your account. By Gemma Redgrave - 16 hours 20 min ago 18 hours 13 min ago By Jon Springer - 18 hours 14 min ago By Erika Wheless - 18 hours 56 min ago By E.J.

For advisors who want to reap the benefits of SEC’s revamped marketing rule, Vidiance is offering a solution. The video marketing agency has launched a program that will aims to help advisors create ...

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 ...

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 ...

Trust underpins our most valuable relationships. And in business, just as in life, this trust is hard-won and incredibly valuable. Testimonials communicate this trust to your prospective clients as no ...

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 ...