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?

Like any other business, law firms need to combine multiple strategies to show potential clients how they stand out from their competition. In addition to creating a strong website with high-quality ...

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 ...

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 ...

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 ...

Testimonials make your marketing materials seem believable to potential customers. When a real person in a real community states that he was happy with your service and your product, customers may ...

The use of client testimonials is a common component in reverse mortgage marketing materials, websites and advertisements. American Advisors Group (AAG) has taken the concept to a new level with the ...

It's not the 1960s anymore. Financial advisors can finally let clients speak publicly on their behalf. In December, the Securities and Exchange Commission changed the rule on investment advisor ...

Prospects expect you to say that your business is excellent but sometimes an outside opinion holds more weight. Persuade prospects of the value of your services with a testimonial from clients.

Dear Tammy: What's the best way to ask a client for a testimonial? I don't want them to feel like I'm intruding, but I think it will help me get more business. Any tips? Tammy: What a great question!