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 ...

Not every review deserves the spotlight. Focus on testimonials that reflect your team’s strengths and the kinds of clients you want to attract. Look for stories that highlight specific outcomes, such ...

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 ...

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 ...

There’s a vast difference between a typical testimonial, which goes something like, “Mary is a great agent. We highly recommend her,” and a testimonial designed to convert prospects into clients. A ...

Being the child of two educators, I grew up hearing my parents’ students ask, “Can you please write me a letter of recommendation?” And, when teachers are teaching hundreds, and sometimes thousands, ...

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 ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about leadership, entrepreneurship, and parenting. Raving fans. We all want them. The recipe, of course, is to do great ...