The Dos and Don’ts Under the New SEC Marketing Rule The new SEC Marketing Rule went into effect in May of last year and with the looming countdown to the November 4th deadline, many advisors are wondering how to maximize this opportunity, and still remain compliant. Bring your questions because our panelists have the answers! Join Susan Theder, Chief Marketing and Experience Officer at FMG Suite and Max L. Schatzow, Esq. of Stark & Stark Investment Management & Securities Group as they discuss the biggest marketing opportunities with the new rule and take a deep dive into what you can and can’t do.
Join this session to learn how you can:
- Compliantly solicit and use testimonials in your marketing
- Establish your online reputation with Google reviews
- Optimize your website with a testimonial page
- Leverage testimonials in your marketing
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | 
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