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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

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The Importance Of Authenticity In Financial Advising

Advisor Perspectives

However, nowhere is this truer than in the financial advisory industry. Trust is a precious commodity and the importance of authenticity cannot be overstated. Whether in healthcare, education, or business, being genuine and transparent is essential for building strong, lasting relationships.

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Regulators Must Distinguish Financial Advisement from Investment Advisement

Wealth Management

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

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InvestmentNews 2023 Best Places to Work for Financial Advisers

Tobias Financial

On March 7 th , 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews ! We have some exciting news.

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Embracing Technology in Financial Advising With Panos Leledakis

NAIFA Advisor Today

Panos Leledakis , a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry.

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Adviser links: old school thinking

Abnormal Returns

mitlinmoneymindset.libsyn.com) Jordan Haynes talks with Justin Castelli about his transition into life planning, especially for financial advisers. riabiz.com) Alternatives Financial advisers leave wirehouses for a reason. Robo-advisors and financial advisers are complements. bloomberg.com) No surprise here.

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Tuesday links: a major driver

Abnormal Returns

abnormalreturns.com) Adviser links: pondering contingencies. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) A lifetime subscription is anything but. Then check out our weekly e-mail newsletter.