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 ...

Prospects expect you to say that your business is excellent but sometimes an outside opinion holds more weight. Persuade prospects of the value of your services with a testimonial from clients.

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 ...

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 ...

It's not the 1960s anymore. Financial advisors can finally let clients speak publicly on their behalf. In December, the Securities and Exchange Commission changed the rule on investment advisor ...

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!

Creative Planning, one of the largest registered investment advisories in the country, run with over $36 billion in client assets, has settled with the Securities and Exchange Commission over charges ...

Opinions expressed by Entrepreneur contributors are their own. Being the child of two educators, I grew up hearing my parents’ students ask, “Can you please write me a letter of recommendation?” And, ...

DALLAS--(BUSINESS WIRE)--Thryv Holdings, Inc. (NASDAQ:THRY), the provider of Thryv® software, the end-to-end client experience platform for small businesses, is seeing increased usage of its product.