Growing a successful company requires marketing, promotions and advertisements to bring attention to your product and ultimately increase your sales. Advertisements can include direct mail campaigns, ...

“Self praise, no glory,” goes the old saying. Hopefully you are ahead of your annual sales and retention goals. But if, like the majority of advisers, you are struggling to attract new client ...

Customer testimonials send strong signals of trust because they’re candid endorsements of your product by the people who actually use your product. Your customers will always be more persuasive than ...

Testimonial marketing is highly effective for building trust with consumers. The SEC now permits Financial Advisors to use testimonials in marketing, but there are stipulations. Updates to the SEC ...

Before buying a book or a pair of headphones from Amazon, it's highly likely you'd read a few reviews to ensure you're making the right decision. For consumers, reviews are vital in helping make ...

Smaller state advisers want to be able to post client endorsements and quote them in ads when bigger SEC-registered firms get the green light. By Mark Schoeff Jr. State-regulated investment advisers ...