Many advisors you support rely on referrals to grow their business. But traditional referrals only take them so far.
Now, thanks to the SEC’s rule change, you can use client reviews and testimonials in ways that were never allowed before. With video testimonials, your best clients can help refer you 24/7, giving you a powerful way to build trust and attract new business.
At Vidiance, we make this simple with a remote, interview-based process that delivers professional results and includes compliance oversight, making it easy for advisors, their clients, and compliance teams.
On Wednesday, November 12th, at 1:00 p.m. Pacific, join me for my webinar, The Secret to 24/7 Referrals. This strategy provides advisors with a competitive edge that many are unaware of. They won’t want to miss this.