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    Business GrowthMarketing + 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
  • Business GrowthMarketing + Branding

    3 Easy Ways You Can Reconnect with Your Clients

    by All Points Media June 10, 2021
    by All Points Media June 10, 2021

    Updated September 7, 2023, at 11:50 AM Financial professionals have a tough job to do. They compete in a fast-paced service industry where building relationships is the name of the game. And …

    5 FacebookTwitterPinterestEmail
  • Business GrowthProducts + Planning

    Why Care Planning is Vital to a Financial Advisor’s Business

    by Alecia Barnette November 30, 2020
    by Alecia Barnette November 30, 2020

    Updated April 10, 2024 at 3:45 PM Care planning solutions are often overlooked by financial professionals for several reasons, the most common being the intimidation felt by a space they’ve never dealt …

    9 FacebookTwitterPinterestEmail
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