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 ...

Today more than ever, the reputation of a business is linked to what people say about it online. Yelp to Facebook reviews, Google listings to Glassdoor: these services allow a quick review of stars ...

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 ...

A good reputation can help attract new clients to your advisory firm, as well as retain the ones you have. A 2025 ...

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 ...

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 ...

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 ...

Dear Aunty B, Everywhere I look these days I come across websites and marketing material from other businesses that include fantastic testimonials from their clients. I’d love to include similar ...

Opinions expressed by Entrepreneur contributors are their own. Case studies and client testimonials can provide a huge boost to your conversion of new customers and your bottom line. They often prove ...