Unleash Your Marketing Advantage with Client Testimonial Videos

Turn Client Praise into Your Competitive Edge

For decades, testimonials were off-limits. Then the SEC gave advisors the green light.

Yet fewer than 10% of RIAs have added client testimonials, according to SEC filings. That means most of your competition still isn’t taking advantage.

Client testimonial videos aren’t just “nice to have.” They’re powerful social proof that can turn a prospect’s hesitation into a confident yes.

If you want to stand out online, now’s the time to capture your clients’ stories—and let them do the talking for you.

Get Inspired: Watch & Learn from These Videos

Get Our Video Tips for Testimonials

Social proof is contagious! Real clients telling real stories of transformation help your prospects make a decision more quickly. But there are some key mistakes to avoid when creating compliant testimonials. For starters, don’t script! The story will come off sounding canned and uninspiring. To get all of our do’s and don’ts … grab this guide:

Avoid These 5 SEC Errors

Making the SEC mad about your marketing is probably not part of your strategy this year. Or any year, for that matter!

Now that client testimonials are no longer taboo, you’d think more advisors would be using them. But a fear of an SEC fine might be holding them back.

Don’t let the SEC stop you. Get our 5 tips to creating compliant testimonials.