missy@financialexpertsnetwork.com2 months 3 weeks ago
A few comments from listeners when they were asked what the learned from the webinar:
A beneficial highlight and the do's and don'ts around the Marketing rule for RIAs - James M.
Awareness around marketing/advertisements and making sure compliance related topics are well thought out. For example, if using a google review as a testimony on your website, then adding some disclosure points at the bottom of the review like relationship, client status, and noting that there was no compensation received for the review from theclient. - Brandon L.
Difference between marketing and branding; what differentiates materials provided to clients is information versus marketing - David D.
Now more aware of the extensive definition of "advertising" applied by regulators. - Gary M.
I'm here to help! Whether you have questions about our membership plans, CE options, or need guidance on the right program, reach out below — a member of our team (often me) will get right back to you.
Tom Dickson
TALK TO A SPECIALIST
Have a Question? We're Here to Help.
Get expert answers about our membership options, CE programs, webinars, pricing, and more. Call now or request a call back — we're happy to help.
A beneficial highlight and the do's and don'ts around the Marketing rule for RIAs
- James M.
Awareness around marketing/advertisements and making sure compliance related topics are well thought out. For example, if using a google review as a testimony on your website, then adding some disclosure points at the bottom of the review like relationship, client status, and noting that there was no compensation received for the review from theclient.
- Brandon L.
Difference between marketing and branding; what differentiates materials provided to clients is information versus marketing
- David D.
Now more aware of the extensive definition of "advertising" applied by regulators.
- Gary M.