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The SEC's Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews
SEO

The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews

The SEC’s long overdue update to the Advisor Marketing Rules, scheduled to be effective on May 4, 2021, will have a far-reaching impact on future advisor marketing opportunities.

The changes will allow advisors to solicit and display client testimonials, non-client endorsements, and 3rd-party review site ratings. While it may take some time to sort through all of the marketing and compliance implications of the 430-page document, there are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.

Boost Your Financial Planning Practice Using Plain Language
Content Marketing

Boost Your Financial Planning Practice Using Plain Language

Every business, every organization, and every cause needs to understand – and implement – plain language. However few need to adopt plain language as much as financial services and financial advisors.

You may have heard this advice before but decided to ignore it after asking yourself any of these questions:

Meta Description Tag Best Practices for Advisors
SEO

Meta Description Tag Best Practices for Advisors

The Meta Description tag (MDT) is an actual example of the near-mythical “low hanging fruit” that marketers are always writing about. It’s a quick, inexpensive change that can positively impact your search engine click-through rates (CTRs).

The SEC's Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews
SEO

The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews

The SEC’s long overdue update to the Advisor Marketing Rules, scheduled to be effective on May 4, 2021, will have a far-reaching impact on future advisor marketing opportunities.

The changes will allow advisors to solicit and display client testimonials, non-client endorsements, and 3rd-party review site ratings. While it may take some time to sort through all of the marketing and compliance implications of the 430-page document, there are some easy marketing wins for those advisors willing to make an effort to add client reviews to their marketing plan.

Boost Your Financial Planning Practice Using Plain Language
Content Marketing

Boost Your Financial Planning Practice Using Plain Language

Every business, every organization, and every cause needs to understand – and implement – plain language. However few need to adopt plain language as much as financial services and financial advisors.

You may have heard this advice before but decided to ignore it after asking yourself any of these questions:

Meta Description Tag Best Practices for Advisors
SEO

Meta Description Tag Best Practices for Advisors

The Meta Description tag (MDT) is an actual example of the near-mythical “low hanging fruit” that marketers are always writing about. It’s a quick, inexpensive change that can positively impact your search engine click-through rates (CTRs).