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 ...

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 ...

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 ...

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 ...

Online reviews have become so prevalent that they seem like just another step in completing a transactional purchase, whether it's buying a car, visiting a new restaurant or watching a recently ...

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.

PHILADELPHIA--(BUSINESS WIRE)--Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is excited to announce a partnership with ...

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 ...