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Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Importance of Compliance

There's a part of me that just immediately goes to like okay but compliance like there are no absolutes Carl every everything that varies by the client's individual facts and circumstances right. I've certainly watched plenty of financial advisors do things in books that you could not do in marketing material so if I thought of this as a book  I don't think you would see anything in itCarl: There are plenty of ways to happily and front and be happily coexist with a great compliance person and write a manifesto let's put it that way and make it because I guess it will work for some people.

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