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    Business DevelopmentMarketing + Branding

    Tips to Get Compelling Client Testimonials Under the SEC Ad Rule

    by Mark Stewart August 17, 2021
    written by Mark Stewart

    Updated September 7, 2023, at 12:06 PM

    Pop quiz: What percentage of consumers respect online testimonials as much as personal recommendations from their friends or family?

    That answer is 88%.1

    And what percentage of consumers act only after reading a positive review?

    That would be a stunning 72%.2

    While these percentages may be eye-catching, what should stop you in your tracks is when you think about the opportunities that may lie ahead for your business.

    Continue Reading
    August 17, 2021
    7 FacebookTwitterPinterestEmail
  • Marketing + Branding

    Turn Survey Data into Effective Marketing Tactics for Your Business

    by Mark Stewart August 2, 2021
    by Mark Stewart August 2, 2021

    Updated December 19, 2023, at 4:23 PM What if you could know precisely what people are looking for to tailor your marketing and messaging around their financial concerns and consumer preferences? A …

    5 FacebookTwitterPinterestEmail
  • Business Development

    How to Get Your Business in Order Before Buying or Selling

    by Surge Business Consulting June 21, 2021
    by Surge Business Consulting June 21, 2021

    Updated September 20, 2023, at 11:54 AM Whether you’re looking to buy a firm or thinking about retirement and selling your firm, the work begins well before you “put the word out.” …

    6 FacebookTwitterPinterestEmail
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