For the first time in 60 years, the SEC is overhauling advertising rules that will allow advisors to use endorsements and testimonials in online marketing. This flowchart will help advisors keep ads in compliance.
Sweet Financial's Brittany Anderson describes the firm's business development and marketing strategies, as well as how she went from a client service associate just out of college to now president and co-owner.
Sarah LeBlanc, vice president of marketing at LPL Financial, speaks about the most effective advisor marketing strategies and ways you can increase your growth while still reaching the most influential people.
