So this is a brilliant way to attract more visibility in the financial services industry. If you are a compliance or law firm, create a checklist designed to help advisors navigate the complexities of the new SEC regulation related to testimonials, endorsements, and marketing. This free, downloadable PDF -- which presents an if-this-then-that type of checklist -- will be very helpful for advisory firms as they prep for the November 4, 2022 compliance date for the Securities and Exchange Commission’s Marketing Rule.
Swift Chat with Jake Wagner: How Smart Advisors and Financial Services Firms are Adjusting their Marketing Sails in 2022
In this Swift Chat video conversation, Marie Swift of Impact Communications, Inc. speaks with Jake Wagner, Founder of Digital Marketing 4FP, which offers creative marketing and fractional CMO services to fiduciary advisors and larger organizations that support independent advisors. The two talk about, what else, marketing and how smart advisors are adjusting their business growth sails in 2022.