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  • Writer's pictureCharlie Van Derven

The 2024 State of Testimonial Marketing for Financial Advisors


Recorded on July 9, 2024


For the past 18 months, Registered Investment Advisors have had a game-changing opportunity to leverage client testimonials and reviews, thanks to the SEC Marketing Rules update in November 2022. Yet, how many are truly harnessing this powerful tool?


Social proof is a potent force in marketing. Client testimonials and reviews build trust, enhance credibility, and can significantly boost your business growth. If you're not using them, you're missing out on a crucial advantage.


My guest, Whit Lanier and his team at Amplify Reviews wanted to see how top firms have adapted to this change. We conducted a research project, focusing on Barron’s 2023 list of the top 100 RIAs, to discover how these leading firms are utilizing testimonials. Their findings were both insightful and surprising. You won’t want to miss out on the details of how these top firms are—or aren’t—maximizing this opportunity.


Join industry veterans Charlie Van Derven and Whit Lanier on July 9 to dive into the full results of our research. We'll explore how testimonials are being used, what’s working, and where there’s room for improvement.


Register now to secure your spot. Even if you can't attend live, sign up to receive a copy of the report and access the recording at your convenience. Don’t miss out on this chance to elevate your marketing strategy with the power of testimonials.


We look forward to seeing you on July 9th!

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