The 8 Steps to Navigating the New Marketing Rule
The most common question we receive from advisors about the new SEC marketing rule is, “How do I get started?
Our step-by-step playbook will arm you with everything you need to know, including:
- Marketing do's and don'ts
- How to make the most out of your client testimonials, endorsements and third party ratings
- Ensure your marketing efforts are up to compliance standards
Download our comprehensive worksheet so you can keep rocking it with your marketing!
