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.
(Charlottesville, Virginia – August 18, 2025) The Charlottesville Regional Chamber of Commerce is proud to announce that President and CEO...
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