WealthPlan Group
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12/20/2023
Without a referral strategy, you’re relying on your clients and friends to do all the work.
With a referral strategy, you help remove the friction and create a referral-rich environment for your client community.
Referral Marketing for Financial Advisors: A Comprehensive Guide - WealthPlan Group The best referrals come from satisfied clients.
Do you know the 3 C’s of SEC-compliant testimonials?
We were recently joined by our friends at Wealthtender to explore how advisors can safely gather and leverage their clients’ testimonials.
They explained the “Three C’s” criteria the SEC looks for in compliant reviews:
1️⃣ Are they currently a CLIENT?
2️⃣ Were they COMPENSATED for their review?
3️⃣ Any CONFLICTS of interest?
Those three disclosures need to be visible anywhere a review is displayed.
WealthTender makes it easy to document and display the required disclosures.
Thank you for sharing your insights with our advisors!
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Telephone
Website
Address
Omaha, NE
68164
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
