The new SEC marketing rule has changed the rules of the game for independent financial professionals….but how, exactly? Incorporating client feedback into your marketing & growth strategy can deeply define and cement your value proposition, ultimately increasing referrals and your business growth. In this webinar, you will learn how to enlist ideal clients to share their experiences with you and your business, and how to translate that feedback into consistent, sustainable business opportunities. Our presenters will describe how to inspire, gather and promote testimonials with confidence and efficiency for measurable business impact!

The topics covered will be:

• What the new SEC marketing rule means for your referral strategy 
• How to incorporate testimonial feedback as part of your regular business processes 
• Creative ways to capture client feedback and testimonials, including surveys, re-discovery conversations, and client advisory boards 
• Leveraging the opportunity created by the SEC marketing rule to transform and grow your business 

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