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Podcast: The Customer Wins

Our CEO, Whit Lanier, was the guest on The Customer Wins podcast with host Richard Walker.

Follow these links to listen to this episode on the podcast platform of your choice.

In this episode, Whit and Richard discuss how the Securities and Exchange Commission (SEC) has recently updated its marketing regulations, and as a result, financial advisors can now incorporate testimonials and endorsements into their marketing strategies.

With a compliance-first approach, there is no easier or lower-risk way for advisors to embrace client testimonials and take advantage of the new opportunities.

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