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After nearly 60 years the SEC has joined the digital age and finally updated their regulations for advisor advertising. They even recognize: “The technology used for communications has advanced, the expectations of investors shopping for advisory services have changed, and the profiles of the investment advisory industry have diversified.”

As a result, advisors will soon be able to use reviews and testimonials in their marketing. This ebook details 5 ways that RIAs and financial advisors can take advantage of the upcoming rule change.

In this ebook you will learn how to:

  • Establish Your Online Reputation with Google Reviews
  • Demonstrate Your Client Experience with Testimonial Videos
  • Engage with Your Social Audience Through Comments
  • Optimize Your Site with a Testimonial Page
  • Repurpose Reviews to Create Powerful Content