Crafting Client Testimonial Videos that Resonate
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The Art & Science of Effective Client Testimonial Videos
Don't let the SEC's new rule on client testimonials pass you by! It's time to seize the opportunity to boost your marketing strategy with compelling video testimonials.
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Acquiring a Business
2023-05-26 • 1 min video

Acquisitions can be dangerous if advisors do not consider the needs of the clients being transferred!

If you are an advisor looking to acquire a business, we encourage you to play the short clip below.

In this short clip from the most recent episode of Always On, guest Tyson Ray highlights a key challenge of acquiring a business and how clients can be left out of the process.

Stream the entire episode here:

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