Testimonials showcase the value we provide to our clients.
Our team would be honored if you could take a few minutes to share how we’ve helped.
✔ First, we’ve shared some examples.
✔ Then, we’ll cover some quick ground rules.
✔ Finally, you’ll share your testimonial!
The following are examples of testimonials allowed by the SEC.
The US Securities & Exchange Commission (SEC) has specific rules on what can and cannot be publicly shared in a testimonial.
To help us stay compliant, please consider the following:
You are allowed to reference…
Please do not reference any of the following…
Your testimonial may be highlighted on our website or marketing materials.
Thanks for your help!