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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:
- Why ‘social proof’ should be a priority for you
- The benefits of Amplify Reviews’ closed-loop system
- Changes in the regulatory landscape surrounding testimonials and reviews
- How a few negative reviews can actually boost your chances of success
- The advantages of reviews on your website vs your Google profile
- How you can capture and manage compliant reviews
- And more
“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
Related: How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke
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