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While many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. Wealthtender's CEO Brian Thorp debunks some of the myths keeping advisors from exploring this.
By Alexandra ZendrianWhile many financial advisors have been able to compliantly use testimonials to help market their practices, about 10 percent are currently doing so. Wealthtender's CEO Brian Thorp debunks some of the myths keeping advisors from exploring this.