Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud        286290

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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290

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How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

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