Webinar Registration

SEC's New Marketing Rule and What's Possible with Client Reviews
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Wednesday, July, 26
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ET
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60 minutes
Brian Thorp
Brian Thorp
CEO and Founder Wealthtender
Leila Shaver
Leila Shaver, Esq.
RIA Lawyer My RIA Lawyer

What You'll Learn

With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. In this webinar, you will learn why financial advisor reviews matter, the benefits and risks of collecting…

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What You'll Learn
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Webinar Description

With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. In this webinar, you will learn why financial advisor reviews matter, the benefits and risks of collecting and promoting reviews on various online platforms, and how advisors can compliantly get started with testimonial marketing to grow their business.

Attendees will hear from Brian Thorp, the founder of the industry's first SEC-compliant financial advisor review platform, and Leila Shaver, a securities attorney and the founder of My RIA Lawyer.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.