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?

Customer testimonials have long been considered some of the most useful raw marketing materials around. And with the overwhelming number of channels used to reach consumers today, the candid words of ...

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 ...