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Your First Marketing Campaign Under the New SEC Marketing Rule

(This article was originally posted on Advisor Perspectives on October 27, 2022)

It was 40 years in the making, but the deadline for the new SEC marketing rule is finally upon us. It introduces many exciting opportunities for financial advisors. It also brings tremendous uncertainty around how to best take advantage of the new regulations.

Testimonials and endorsements

One of the biggest changes in the updated rule is…

Read the full article as posted on Advisor Perspectives here..

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