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After many, many years, the SEC has joined the digital age by updating its regulations for advisor advertising. It states: “The technology used for communications has advanced, the expectations of investors shopping for advisory services have changed, and the profiles of the investment advisory industry have diversified.

As a result, advisors may soon be able to use reviews and testimonials in their marketing. This ebook details five ways for advisors to leverage the rule change. If applicable, check with your broker dealer before implementing any new advertising strategies.

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Download and learn to:

  • Establish your online reputation with Google Reviews
  • Demonstrate your client experience with testimonial videos
  • Engage with your social media audience in comments
  • Optimize your website with testimonials
  • Repurpose reviews to create powerful content

By adopting the principles in this book, you can increase client loyalty, retention, and profitability.

Discover New Marketing Opportunities

Your PDF copy of this ebook is just a click away! Download the “5 Ways to Leverage the SEC Advertising Rule Change” today!

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