David Vogel is a video marketing strategist who helps businesses leverage the power of video to help them grow their businesses. His 100% remote video production solution allows businesses to create professional video content without the complexity or expense of an in-person video crew.
Imagine this: You have a happy client who’s raving about your service. They tell their friends. They post a glowing review. Naturally, you’d want to share their experience to build trust and attract new business, right?
Now, what if I told you that doing this was once illegal in certain industries? Sounds absurd, but for decades, financial advisors were banned from using client testimonials—written or video—because of outdated SEC regulations.
These rules were put in place long before the internet, social media, and the explosion of social proof as a marketing tool. The intent was to protect consumers from misleading claims, but in reality, it held advisors back from using one of the most powerful marketing strategies available.
That changed in 2022. For the first time ever, financial advisors can legally use client testimonials—within compliance guidelines—to build trust and grow their business.
But here’s the bigger question: If testimonials were so valuable that an entire industry fought to have them legalized… why aren’t YOU using them in your business?
Most businesses—especially service-based ones—grow through referrals. Someone has a great experience, they tell a friend, and that word-of-mouth introduction leads to new business.
But here’s the problem: Referrals are unpredictable.
✅ You can’t control how often they happen.
✅ You can’t force your clients to refer you to more people.
✅ And worst of all, referrals tend to stay within the same network, limiting your growth.
This is why so many businesses, including financial advisors, struggle to scale. They rely on referrals, but they don’t have a system in place to turn those success stories into consistent, predictable growth.
That’s where video testimonials change the game.
A video testimonial takes the same success story a client would share at a dinner party and turns it into a 24/7 marketing asset. Instead of hoping a happy client refers someone, you capture their experience once—and use it over and over.
🔹 Website & Landing Pages – Builds instant credibility for new visitors.
🔹 Social Media Ads – Increases conversion rates with real proof.
🔹 Email Campaigns – Warms up leads before they even talk to you.
🔹 Sales Calls – Helps close deals faster by eliminating doubts.
The reality is: People trust people more than they trust businesses. And video testimonials let your happiest clients do the selling for you.
Even though the SEC changed its rules, most financial advisors have no idea they can use client video testimonials to scale their practice. That means there’s a massive opportunity for the advisors who take action now.
✅ They can finally showcase real client success stories.
✅ They can build trust faster with potential clients.
✅ They can scale beyond unpredictable referrals.
The catch? There are still compliance rules. That’s why many advisors hesitate to use testimonials—they don’t want to risk breaking SEC guidelines.
That’s where we come in.
At Vidiance, we specialize in compliant, interview-based video testimonials designed specifically for financial advisors and other referral-based businesses. Our process ensures that advisors can leverage their clients’ success stories without violating industry guidelines.
If you’re in a business where referrals drive growth, video testimonials are your secret weapon. They let you capture and scale the power of word-of-mouth—without waiting for clients to make introductions.
📩 Know a financial advisor who needs to hear this? Connect us. And if you aren’t using video testimonials yet, let’s talk. It’s time to start turning happy clients into your most powerful marketing asset.
In October 2023, I launched Vidiance to empower financial advisors with compliant, professional-quality video testimonials. Our mission is to help advisors build trust and attract new clients by capturing authentic client experiences, all while adhering to industry regulations. At Vidiance, we offer a seamless, fully remote video production process that includes compliance oversight, ensuring your testimonials are both impactful and compliant. To see how we can help elevate your practice, visit Vidiance.
At Remote Video Testimonials, we have developed a fast, easy, and affordable way to get professional-quality customer video testimonials without the hassle or expense of an in-person video production crew. With our 100% remote video production process and our interview-based approach, our virtual video crew can shoot video testimonials anywhere in the country in just 30 minutes. If you would like to learn more about Remote Video Testimonials, please call (914) 677-2588 or email david@remotevideotestimonials.com
