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In this episode of The Finance Marketing Podcast, Hillary sits down with returning guest Brian Thorp, founder and CEO of Wealthtender, to explore Wealthtender's new Testimonial Marketing Studio, which helps advisors confidently and compliantly promote client testimonials across their marketing channels. Testimonial Marketing Studio provides customizable templates with all required disclosures built in so you can build trust with potential clients without worrying about noncompliance.

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68 episodes