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A financial advisor just DM'd me thinking reviews were illegal He's been on Sam's List for awhile and just asked me: "Can I actually ask clients for reviews?" YES you can But 90% of advisors think it's: ❌ Illegal ❌ Against SEC rules ❌ A compliance nightmare I assumed

It was one of the most beautiful weekends I’ve had in a long time. Out on the lake in South Carolina with friends I’ve only known for about seven months. Met them through church but it already feels like we’ve known each other forever. It wasn’t just them, either. Their parents

No, I’m not distracted

there will be a special place in heaven for the people who are transparent with pricing

Make it easy for people to give you money

CLIENT REVIEWS MATTER #CRM

decided to call some financial advisors on my walk to trader joes today 20 minute walk, 10 chats 1 firm shared that they're leaving SmartAsset Perfect opportunity to get them onto Sam's List for free Do the uncomfortable stuff!

The little nuggets that aren't so little are right in front of you, if you know where and how to look. Thanks for sharing Kimi! 🙌

are these worth it?

Chase Spenst from Good Operator - An accounting firm helping you build a profitable, sustainable, cash flow business. 💡 "Good Operator feels like home—a space that goes beyond simply meeting requirements. It’s about growth, clarity, and a sense of order. Chase and his team are

Timo Biet from Happy Numbers - Helps agency and service business owners streamline their finances without the cost of a full-time hire 💡 "Our agency really lacked a strategic financial plan for growth, and we also needed to clean up all of our financial processes and

my dev made me a dashboard view where i can just read every client review on sam's list i read them when i need a brain break 1. for personal research as i look for a new accountant and 2. to see who's getting client reviews

Peloton why aren’t my songs saving to Spotify when I save a song during the workout? Used to be auto sync. The last 15ish songs I’ve saved aren’t on my playlist and they were GOOD Peloton