According to SEC and FINRA regulations, financial advisors are prohibited from displaying client testimonials of any kind in their marketing materials, including LinkedIn profiles.

LinkedIn’s new Endorsements feature is creating controversy over client testimonials, as an Endorsement of a skill or expertise on an advisor’s LinkedIn profile can be construed as a client testimonial.

In this screencast, I show two ways advisors can remove LinkedIn Endorsements from their public profile and avoid the potential for triggering client testimonial issues.