Crafting Client Testimonial Videos that Resonate
Includes Q&A
Tuesday, Oct 10th at 12 pm ET
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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Featured Article: FINISH STRONG IN 2023
2023-09-05 • 20 second read

How to Finish Strong and Build Momentum for 2024

If you are aiming for a prosperous upcoming year, fueling the present with momentum is crucial. Carry the momentum from this year by planning for an outstanding Q4 now.

Recent events have caused a ripple effect in the industry, leading many advisors to dwell on uncontrollable factors and take a pessimistic outlook. While Andy Grove’s assertion, “Only the Paranoid Survive,” might hold some merit, there’s also significant value in optimism and focusing on actionable elements.

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