“Self praise, no glory,” goes the old saying. Hopefully you are ahead of your annual sales and retention goals. But if, like the majority of advisers, you are struggling to attract new client ...

Opinions expressed by Entrepreneur contributors are their own. Being the child of two educators, I grew up hearing my parents’ students ask, “Can you please write me a letter of recommendation?” And, ...

One of the reasons we hear from financial advisors who hesitate or don’t participate in testimonial marketing is the fear of exposing their clients’ information, and especially concerns that clients ...

Opinions expressed by Entrepreneur contributors are their own. Testimonials are a powerful way for law firms to market themselves. Best of all, they cost almost nothing and leave your marketing budget ...

When was the last time you updated your website’s testimonials? Google and other search engines promote websites with frequent updates. Do you find the process awkward -- asking a client for a ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...