The Dos and Don’ts Under the Updated SEC Marketing Rule

February 10, 2022, 11:00 am

Maybe a prospect has said that they were doing a search and saw some great reviews about you. If you’re wondering how you can leverage this, then this webinar is for you, as we shared five of the biggest marketing opportunities that have arisen due to the updated SEC Ad Rule.

In this webinar, Samantha Russell, Chief Evangelist at FMG and Max L. Schatzow, Esq., Co-Founder of RIA Lawyers, LLC shared some of the biggest opportunities for advisors when it comes to the updated SEC Ad Rule. Some of the key points they discussed were how to leverage:
  • Google Reviews
  • Client Videos
  • Social Media comments
  • Testimonials
  • Client Successes-And More!
They covered so much great information, and we hope that you are able to take away some actionable tips to boost your marketing strategy as we enter the second half of 2022 and beyond.

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