Creative Planning, one of the largest registered investment advisories in the country, run with over $36 billion in client assets, has settled with the Securities and Exchange Commission over charges ...

Dear Tammy: What's the best way to ask a client for a testimonial? I don't want them to feel like I'm intruding, but I think it will help me get more business. Any tips? Tammy: What a great question!

The use of client testimonials is a common component in reverse mortgage marketing materials, websites and advertisements. American Advisors Group (AAG) has taken the concept to a new level with the ...

It's not the 1960s anymore. Financial advisors can finally let clients speak publicly on their behalf. In December, the Securities and Exchange Commission changed the rule on investment advisor ...

“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 ...

Prospects expect you to say that your business is excellent but sometimes an outside opinion holds more weight. Persuade prospects of the value of your services with a testimonial from clients.

Forbes contributors publish independent expert analyses and insights. I write about leadership, entrepreneurship, and parenting. Raving fans. We all want them. The recipe, of course, is to do great ...

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 ...

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, ...

I’ve just spent about half an hour watching a client testimonial video our friends at St James’s Place just posted on their LinkedIn account. I know, sometimes I really do have the best job in the ...

Testimonials are an important part of my business. Still, I used to have a lot of trouble getting my customers to pass them on to me, even when they loved the work I did for them. Over time, I learned ...