Recently in the marketing world, there’s been a lot of chatter surrounding case studies. A case study is a process or record of research that follows the development of a person or situation over a period of time, or an instance of something used to illustrate a principle. In financial services, this could be an analysis of an anonymous client who faced a financial concern and how the advisor helped improve the issue.

Case studies are a great way to highlight a specific financial strategy through a story, and to show how you help your clients. In our marketing tip video, we share how you can use case studies to transform more leads into clients.

While testimonials are a no-no for compliance, case studies can be used if certain guidelines are followed. Work with your compliance officer or department to determine an appropriate way to share success stories without veering into testimonial territory.

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case study marketing tip