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Financial Advisors Can Finally Embrace Client Testimonials

Mike Langford
Jan 25, 2022

It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. While seemingly every other business in the world can have 5-Star ratings and glowing recommendations plastered all over their websites, Yelp, Google, and their LinkedIn accounts... wealth managers have had to tell their clients and referral partners "Thanks but I can't accept your testimonial or endorsement due to regulatory constraints."

Well, thanks to recent rule changes by the SEC the world has changed. And as you'll hear Brian Thorp from Wealthtender explain in the latest episode of the Modern Financial Advisor Podcast, advisors can now embrace their clients' testimonials and endorsements from their referral partners.

HubSpot Video

Brian and I also dive into some additional opportunities for advisors and firms to boost their online marketing presence as well. I'm particularly fond of the concept of choosing a solution oriented niche to serve such as specializing in helping clients with crypto portfolios. Great stuff!

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple Podcasts, Spotify, Apple PodcastsSpotifyGoogle PodcastsAlexa,  SoundCloudStitcherTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
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If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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