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 ...

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 ...

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, ...

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 ...

Opinions expressed by Entrepreneur contributors are their own. Testimonials are a powerful way for law firms to market themselves. Best of all, they cost almost nothing and leave your marketing budget ...

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 ...