ZARZA We are Zarza, the prestigious firm behind major projects in information technology.

How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

Top Advisor Marketing Podcast

30/07/2024 31 min

Listen "How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)"

Descargar episodio Ver en sitio original

Episode Synopsis

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

More episodes of the podcast Top Advisor Marketing Podcast

Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500) 31/12/2024

Future-Proof Your Practice: Marketing Predictions Advisors Can’t Ignore for 2025 With Kirk Lowe (Ep. 499) 24/12/2024

Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498) 17/12/2024

Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497) 10/12/2024

Advisor Marketing Plan, Part 2: Achieve Escape Velocity With Kirk Lowe (Ep. 496) 03/12/2024

Advisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495) 26/11/2024

How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494) 19/11/2024

Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493) 12/11/2024

Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492) 05/11/2024

How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491) 29/10/2024

Ver todos los episodios