Transforming Marketing Within the Financial Advisory Industry
Leverage the Power of Client Testimonials
Elevate trust and attract more clients with compliant, high-quality video testimonials
Remote Video Production
Quick, simple, and cost-effective testimonials from anywhere
Digital Marketing
Quick, simple, and cost-effective testimonials from anywhere
Compliance Assurance
Trust in our oversight for swift approvals
Transforming Marketing Within the Financial Advisory Industry
Leverage the Power of Client Testimonials
Elevate trust and attract more clients with compliant, high-quality video testimonials
- Capture genuine client experiences
- Compliant with the latest industry rules
- Professionally produced with a remote, hassle-free process
SEC Marketing Rule Allows Client Video Testimonials
Committed to Delivering Excellence
For decades, the US Securities and Exchange Commission (SEC) prohibited financial advisors from using testimonials and endorsements to market themselves. Just soliciting a client to provide a review or video testimonial was against regulations. But that all changed in December 2020 with the SECs new marketing rule, which states that investment advisors can now ask for testimonials and endorsements and publicly share them online.
Discover the Power of Client Stories
Why Video Testimonials Are Crucial
Bringing authenticity and credibility to your financial advisory practice
DRIVE TRUST
Real clients sharing real experiences
ENHANCE ENGAGEMENT
Video content is more engaging than text
BOOST CONVERSIONS
Testimonials can significantly influence client decisions
Client Video Testimonial Example
This video was shot 100% remotely in less than 1 hour using an Apple iPhone
How Our Video Testimonial Service Works
We make the process effortless, from start to finish
Planning
We handle all the details, ensuring a seamless and pleasant experience for you and your clients.
Video Production
Our remote process offers unmatched flexibility, enabling clients to be interviewed from anywhere, on their schedule.
Compliance
Our integrated compliance oversight streamlines the approval process for your compliance officer.
Delivering Real Value
Benefits of Our Video Testimonial Services
Experience the power of authentic storytelling through our unique service offerings
Our team is composed of dedicated professionals with extensive experience in video production and financial services. We pride ourselves on delivering high-quality, SEC-compliant video testimonials that enhance our clients' online reputation. Our approach is collaborative, tailored, and efficient, ensuring we meet your specific needs every step of the way.
100% Remote Video Production
We use the leading remote video technology to capture high-quality video remotely
Compliance Services
We understand the SEC regulations inside out and make sure all testimonials are fully compliant
Improve Online Reputation
With powerful testimonials, enhance your credibility and foster trust among your prospects
Increased Conversion Rates
Testimonials can significantly improve your conversion rates, turning prospects into clients.
Efficient Process
Our turnkey process ensures quick turnaround times without compliance concerns.
Experience the Difference Today
Don't Just Take Our Word For It
Video Testimonial Examples
See how our videos our building just faster
Hear what our clients had to say
Want to learn more?
Request a complimentary 15-minute video strategy call to learn how client video testimonials can help. Just complete the form below.
