June 09, 2021

How to Boost Your Business Now With Testimonials



In the wake of the SEC’s modernized marketing rule, partner Jim Lundy continues to help investment advisers make sense of new marketing options and adapt their business development strategy. Ready to elevate your own? Join Jim, along with senior executives from FrontLine Compliance, Aptus Capital Advisors and Investments & Wealth Institute, on June 9, 2021, for a special webcast covering:

  • Practical implications of the new ad rule.
  • The do’s and don’ts for using client testimonials.
  • Sustainable avenues for growing your business.     

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