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 ...

When a client of yours has a stellar experience with you, it seems like a given to ask them to leave you a review. You might ask for it to take place on Yelp, Google+, Facebook and maybe a few other ...

Editor’s Note: For any questions regarding the law, please consult an attorney. Customer testimonials are great for your business. They build customer trust, create goodwill for your product, and show ...