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Getting the Most from Testimonials
2023-10-03 • 2 minute read

New Rules mean New Opportunities

The recent amendment by the Securities and Exchange Commission (SEC) to allow financial professionals to use testimonials has brought about a transformative change in the financial services sector. In this digital era the significance of online reviews is hard to overstate. Testimonials are emerging as a crucial tool for financial professionals to reinforce existing relationships and forge new ones...

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