The high percentage of blank responses in a section of Form ADV related to the SEC's new marketing rule could indicate that RIAs are still grappling with how to comply with the regulation, according to a new analysis from IndyFin.
The misconception is that advisors need complex language to showcase their expertise.
How important is an authentic voice behind financial advisor marketing?
Why the best advisors are relentless prospectors, obsessed with their business, and have conviction in their approach to clients and the market.
Building better connections with clients through various multimedia strategies.
Indyfin on the new SEC marketing rule and digital testimonials from clients.
