missy@financialexpertsnetwork.com1 day 11 hours 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.
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.