2min chapter

Financial Advisor Success cover image

Ep 390: Helping Prospects Find Their Way To You Online With (Local) SEO with Brent Carnduff

Financial Advisor Success

CHAPTER

Challenges Faced by State-Based Advisors in Adapting to SEC Marketing Rule Changes

State-based advisors encounter obstacles dealing with varying state marketing regulations, leading to an SEO marketing disadvantage compared to SEC-registered advisors due to slow state updates and wait-and-see approaches.

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