Get Prepared

The December 2020 SEC ruling has many advisors wondering how and whether they can start to use testimonials and reviews in their marketing. Please note that these changes are not yet approved by FINRA nor by any independent broker dealers. The rule takes effect 60 days after publication in the Federal Register. We anticipate that the decision will begin to be considered later this year.

This ebook is to prepare you with different ways you can leverage the SEC rule change once it takes effect and if it is approved by your broker dealer, as applicable.

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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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