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How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)
Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?
In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.
Whit and Matt discuss:
“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier
Resources:
Connect With Whit Lanier:
Connect With ProudMouth:
About Our Guest:
Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems.
Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.
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By Matt Halloran, CRO at ProudMouth
4.6
3737 ratings
Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?
In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.
Whit and Matt discuss:
“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier
Resources:
Connect With Whit Lanier:
Connect With ProudMouth:
About Our Guest:
Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems.
Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.