Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.

Whit and Matt discuss:

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• Why ‘social proof’ should be a priority for you
  
• The benefits of Amplify Reviews’ closed-loop system
  
• Changes in the regulatory landscape surrounding testimonials and reviews
  
• How a few negative reviews can actually boost your chances of success
  
• The advantages of reviews on your website vs your Google profile
  
• How you can capture and manage compliant reviews
  
• And more
  

“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier

Resources: 

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• PodRocket Influence Academy (Enroll for FREE)
  
• LinkedIn: Sheryl Hickerson
  
• Podcast: Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457)
  
• Website: Barron’s Lists
  

Connect With Whit Lanier:

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• LinkedIn: Whit Lanier
  
• Website: Amplify Reviews
  
• Twitter/X: @vwhitson 
  

Connect With ProudMouth:

• 
  
• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Our Guest:

Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems. 

Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.