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Adjusted for Risk: The SEC Marketing Rule [Video]

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Video Analysis for Marketing Insights

During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.

Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC’s marketing rule, which allows advisors to use testimonials and endorsements.

Learn more about Zephyr

Learn more about WiserAdvisor

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