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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 ...

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 ...

The SEC’s new Marketing Rule compliance date was November 4, 2022. As part of the Marketing Rule, the SEC expanded advisers’ ability to use client testimonials in marketing materials. With these new ...

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 ...

The MarketWatch News Department was not involved in the creation of this content. Testimonial iQ's software enables Mercer Advisors to tell the stories of its distinct advisor-client relationships ...

Client feedback and interview video testimonials are powerful storytelling tools that can make your brand more trustworthy, emotionally connect with your audience, and display real-world outcomes. You ...