It's about time! Modernizing the RIA advertising rules
- S3E6
- 30:34
- July 20th 2020
Mike Langford is the founder and CEO of finservMarketing, a consulting firm that specializes in providing best in class marketing strategies and content creation for the financial services industry.
Outline:
Topic I Intro
Topic II - Mike's overview of modernizing the advertising rules
Topic III - Marketing vs Advertising
Topic IV - Testimonials, Endorsements, etc.
Topic V - Pre-Review and Approval
Outro
SEC Proposes to Modernize the Advertising
https://www.sec.gov/news/press-release/2019-230
finservMarketing Website: https://www.finservmarketing.com/
Linkedin: https://www.linkedin.com/company/finservmarketing/
Facebook: https://www.facebook.com/finservMarketing/
Twitter: https://twitter.com/finsrvmarketing?lang=en
Truelytics podcast
https://blog.truelytics.com/topic/modern-financial-advisor-podcast
Social Financial (SoFin) podcast
https://www.finservmarketing.com/the-sofin-podcast
The Advisor Financing Forum
https://www.finservmarketing.com/the-advisor-financing-forum
RIA Compliance Concepts
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Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/
Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/
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