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Everything You Need to Know About Advisor Testimonials Under the SEC Marketing Rule with Brian Thorp
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In this episode of The Finance Marketing Podcast, Hillary is joined by Brian Thorp, founder and CEO of Wealthtender, to delve into how advisors can use testimonials and reviews under the new SEC Marketing Rule. Brian explains the impact of these changes on advisor-client relationships, the importance of altering public perceptions of financial advisors, and provides a step-by-step guide on how to get and use testimonials and reviews for your firm while remaining compliant.
Connect with Brian:
- Email: Brian@wealthtender.com
- LinkedIn: Brian Thorp
- WealthTender: Wealthtender.com
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