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Advisor Video Academy: Get the Most Out of Client Testimonials
Fewer than 2% of RIAs are using client testimonials as part of their marketing strategy even though the SEC ad rule change makes testimonials fair game according to research. We invited founder of Kalli Collective, Kalli Fedusenko, to help you take advantage of client testimonials.

Key Takeaways:
✔️ See how other FAs are having success with client testimonials and how you can use them to differentiate your practice
✔️ Learn the best techniques for collecting powerful testimonials
✔️ Review the requirements for using testimonials so you stay compliant

Feb 15, 2023 09:00 AM in Pacific Time (US and Canada)

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