Client Testimonials: Unlocking the potential for rapid growth and referrals

Tuesday, March 28, 2023

2:00 PM EDT | 11:00 AM PDT

60 minutes

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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 


Brittany Abbate Headshot

Brittany Abbate
SVP, Advisor Marketing & Growth Programs
Advisor Group, Inc

Brittany Abbate is a seasoned marketing expert and an award-winning writer, with a background spanning more than 25 years in marketing, media and journalism. She has worked in multiple highly-regulated industries, including financial services, insurance, consumer healthcare and pharmaceuticals, and she spent several years as a television and radio reporter and producer appearing in various top markets across the country.  

As Senior Vice President of Advisor Marketing and Growth Programs at Advisor Group, she leads a dynamic team of experts dedicated to helping financial professionals grow their business through savvy, advanced and strategic marketing techniques and best practices.

Kirk Hulett Headshot

Kirk Hulett
Executive Vice President, Business Coaching & Consulting
Advisor Group, Inc

Kirk leads Advisor Group's Consulting teams which includes the Advisor Marketing Team, the Business Coaching & Consulting team, the Advisor Education Team, the Succession Team and the Technology Solutions Consulting team. These teams provide coaching, consulting and training to financial professionals on how to improve the efficiency, sustainability, and profitability of their business.

Robert Huebscher Headshot

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.