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 ...

Regalis Capital put 39 client deal outcomes, 8 closed and 31 under contract, and 5 client video testimonials at ...

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 ...

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, ...

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 ...

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 ...

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 ...

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, ...