We’re excited about the SEC’s updated ruling on advisor testimonials. If you’re an RIA, you’re now able to capture your clients’ advocacy in written or video format. These testimonials will be used in ...

When a client of yours has a stellar experience with you, it seems like a given to ask them to leave you a review. You might ask for it to take place on Yelp, Google+, Facebook and maybe a few other ...

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For advisors who want to reap the benefits of SEC’s revamped marketing rule, Vidiance is offering a solution. The video marketing agency has launched a program that will aims to help advisors create ...

In an uncertain business environment and tight economic conditions, customer testimonials should never be taken for granted or underutilized—especially the ones captured on video. Sharing this type of ...