Adjusted for Risk: The SEC Marketing Rule
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.
A dentist showed over $1.2 million in student debt in a viral TikTok post, drawing attention to growing graduate school...
The Low-Income Housing Tax Credit (LIHTC) is the nation’s largest source of federal funding for the development of affordable rental...
Do you want to learn how to make more money and work less? Okay, this is what everyone wants, right?...
