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July 30, 2024How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)31 minutesPlayPop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?...moreShareView all episodesBy Matt Halloran, CRO at ProudMouth4.63737 ratingsJuly 30, 2024How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)31 minutesPlayPop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?...moreMore shows like Top Advisor Marketing PodcastView allAdvisor Marketing Made Simple18 Listeners
Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?
July 30, 2024How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)31 minutesPlayPop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?...more
Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?