DiscoverThe RIA Compliance CollectiveIt's about time! Modernizing the RIA advertising rules
It's about time! Modernizing the RIA advertising rules

It's about time! Modernizing the RIA advertising rules

Update: 2020-07-20
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Description

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



Toll Free: 1-833-RIACCIO Email: info@riacc.io 



Website: www.riacc.io 



LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ 



Twitter: https://twitter.com/RIAComplyCEP 



Facebook: https://www.facebook.com/RIAComplianceConcepts/ 



Instagram: https://www.instagram.com/riacomplianceconcepts/ 



Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/



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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It's about time! Modernizing the RIA advertising rules

It's about time! Modernizing the RIA advertising rules