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 ...

Client testimonials build your firm’s credibility online. But there are ethical challenges with using client stories to attract new prospects. How do you use testimonials effectively and ethically?

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 ...

Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

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 ...

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 are more than halfway through 2017, and hopefully you are ahead of your annual sales and client retention goals. Even so, if you are like the majority of advisers, you likely are struggling to ...