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 ...

When you hear the word "testimonial," you might think of a dry, cookie-cutter quote from a customer extolling the virtues of your product or service. Possibly, you might envision a video testimonial, ...