Episode 73
Financial Advisors Can Finally Embrace Client Testimonials
Modern Financial Advisor · Truelytics by Envestnet
January 24, 202249m 5s
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Show Notes
Brian Thorp from Wealthtender explains how financial advisors can embrace client testimonials and endorsements from referral partners, friends, and their wider network thanks to new recent SEC rule changes. Brian and Mike Langford also discuss how financial advisors can level up their online presence by focusing on solution-based and client-specific content marketing.