Until recently, the SEC had prohibited advisors from using client testimonials in their marketing. Collecting testimonials can be an awkward exchange between you and a client. Solicitation of these testimonials through email is time consuming and requires you to acknowledge the receipt of a testimonial that may not be entirely positive or lacks the content and target you were looking for. Many advisors have chosen to have NEXA Insights collect these testimonials as a component of their standard client feedback process.
Learn more about how testimonials are being leveraged within the industry.