Adjusted for Risk: The SEC Marketing Rule
Saturday, December 13, 2025
During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.
Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC’s marketing rule, which allows advisors to use testimonials and endorsements.
Unexpected expenses can happen without warning—a flat tire, a medical bill, or a sudden pet emergency. Having an emergency fund...
Back Who We Are Our Purpose We ignite human potential to build understanding and create new possibilities for a better...
Property tax appeals platform Pricing is based on an annual subscription Receive a AI-powered property assessment within seconds AI-powered platform...
