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Harnessing the Power of Client Testimonials to Grow

Most consumers research and read reviews before booking a doctor, hotel, or restaurant. Why should it be any different when it comes to finding an advisor?


Per the new SEC Marketing Rule, advisors are now able to use testimonials to help grow their business. Diana Cabrices explains why advisors need to capitalize on this trend in order to meet prospects where they are, and how to navigate compliance challenges

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