Financial Advisors Can Finally Embrace Client Testimonials

from Modern Financial Advisor · host Truelytics by Envestnet

Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and their wider network thanks to new recent SEC rule changes. Brian and Mike Langford also discuss how financial advisors can level up their online presence by focusing on solution-based and client-specific content marketing.

Episode metadata supplied by the publisher feed · Published Jan 24, 2022

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Financial Advisors Can Finally Embrace Client Testimonials

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