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Social Proof Sells: Why Testimonials Are Your Most Underutilized Marketing Asset
Derek Pollard, PhD Derek Pollard, PhD

Social Proof Sells: Why Testimonials Are Your Most Underutilized Marketing Asset

Why testimonials work for financial advisors: 88% of consumers trust online testimonials as much as recommendations from friends or family. The SEC Marketing Rule now allows advisors to use client testimonials within a clear regulatory framework, turning one of your most powerful trust-building tools into a strategic marketing asset.

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Why Smart Financial Advisors Curate Their LinkedIn Network Instead of Chasing Followers
Derek Pollard, PhD Derek Pollard, PhD

Why Smart Financial Advisors Curate Their LinkedIn Network Instead of Chasing Followers

Think more LinkedIn connections means more business? The data tells a different story. Research shows accounts with fewer than 5,000 followers achieve 8x better engagement than those with 100,000+. While most advisors chase viral posts and massive follower counts, the smartest ones are curating their networks with precision: removing unproductive connections instead of just adding more.

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