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 ...

An Effective Way to Ask for a Testimonial From a Client. Testimonials make your marketing materials seem believable to potential customers. When a real person in a real community states that he ...

It's hard to believe, given the anticipation and discussion that preceded it, but the SEC's revised marketing rule went into effect more than three and a half years ago. And while it's understandable ...

Wealth management businesses have been taking advantage of a relatively new SEC rule about client testimonials to raise their marketing games.

Video testimonials can be a powerful tool for building visibility for your financial planning firm’s brand or enhancing the trustworthiness of financial advisers.

The client testimonials are all, bar none, shot in what appears to be clients’ own homes or a neutral setting, rather than just a blank wall or green screen. They don’t try and do anything fancy.

DSA GROUP Law Firm earned a 2025 Global Recognition Award for outstanding criminal defense work in Ukraine, including a High ...