“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 ...

Forbes contributors publish independent expert analyses and insights. I write about leadership, entrepreneurship, and parenting. Raving fans. We all want them. The recipe, of course, is to do great ...

Testimonials are “earned” admirations from customers based on their use of a service or product from a particular brand. You have probably seen text-only testimonials on official company websites of ...

In the wake of the SEC’s revamp on rules around advertising last year, you probably know that advisors can now solicit, produce and feature client testimonials. You may also know that the new rules do ...