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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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Find “The Line” When It Comes To Implied Testimonials

It’s pretty clear that RIAs are prohibited from using client testimonials in advertising. But what about case studies and client stories? These can feel like a grey area for compliance and, for that reason, some firms choose to avoid client stories all together. 

We thought that this article from the Nerd’s Eye View did a good job of clearing things up a bit. The discussion around implied testimonials begins about halfway down.

read the article

Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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