5 Ways You Can Blow It With Client Testimonials


Making the SEC mad about your marketing is probably not part of your strategy this year. Or any year, for that matter! 

Now that client testimonials are no longer taboo, you’d think more advisors would be using them. But a fear of an SEC fine might be holding them back.

Don’t let the SEC stop you. Get our 5 tips to creating compliant testimonials.

And if you’d like to learn more about getting some expert help creating and deploying SEC-compliant testimonial videos in a way that boosts trust, builds authority, and drives new client relationships, join our Trust Builder Toolkit webinar June 12 at 1 pm ET. Register here.

Related: The Biggest Mistake Advisors Make with Clients’ Kids