Editorial Webcast Sponsored by:

Advisors have likely been exposed to a variety of new marketing options and technology this past year, but may be unsure of the best way to embrace these resources. With regulatory developments such as the new SEC ad rule, which allows for the use of testimonials, advisors have a wealth of ways to reach more prospects. This webcast will explain how the SEC’s ad rule and the use of multimedia tools can benefit advisors and make a real difference for their practices. The panel of experts will also offer practical tips on how these innovations can be added to advisors’ marketing plans in systematic and sustainable ways.

Join this complimentary webcast to discover the latest information on how advisors can put new marketing tools into practice to build their businesses and find avenues for long-term growth. Attendees will leave with:

  • A deeper understanding of the SEC’s new ad rule
  • Tips about what to do and what not to do with client testimonials
  • New ways to market and advertise to attract more clients and prospects

Register Now!  (Not able to attend? STILL REGISTER and you will receive an email with how to access the recording of the event)


This event is available for on-demand viewing. If you have previously registered click here to login using the email you registered with. 



James Lundy | Partner, Faegre Drinker Biddle & Reath LLC


Amy Lynch | Founder and President of FrontLine Compliance

James Yahoudy

James Yahody, CFP | Director of Consulting and Partnerships at Aptus Capital Advisors


Mike Kurz, CIMA®, CFP®, CAIA, CPWA® | Director of Programs, Investments & Wealth Institute