The SEC gave financial advisors a massive gift in 2022, and most firms are too terrified to open it. 🎁
The Marketing Rule update officially unlocked testimonials and endorsements. For the first time, you can actually show the world that your clients love you.
But instead of scaling, most firms are “paralyzed.” They’re stuck in committees, waiting for someone else to go first.
Here is the reality:
The firms that move now are capturing the trust and the SEO that you’re leaving on the table. Is your compliance fear worth losing your competitive edge? 📉
Stop being paralyzed. Watch the full breakdown on how to pivot. 📺
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