These are the articles and insights from around the wealth management industry that grabbed our attention this week, and the songs that powered our workdays.
The SEC pulled the rug out from anyone with a bait and switch just before the holidays. A few days after deciding not to review new advertising rules for advisors, they went ahead and adopted all of them. Talk about whiplash.
Compliance consultant Kyle Happe from Backstop Compliance put together a quick, fun, and insightful blog post that looks at the new rules and summarizes what advisors should know.
Read it here.
The new ad rules are so nice, we’re talking about them twice.
Max Shatzow, counsel to RIAs on compliance issues, also has been writing up his thoughts on the advertising rule changes. Click over to Max’s blog to read seven practical pointers about how the changes will impact your independent advisory business.
Our friends at Twenty Over Ten published their thoughts about the seven biggest marketing opportunities that advisors can implement in their firms this year.
One of the tactics listed is one that we’re emphasizing this year too—the power of retargeting ads to bring people back to your website and keep you in front of your ideal audience.
It’s January, so you know there are plenty of crystal balls being peered into around the country. Robert Sofia, CEO of Snappy Kraken, gathered predictions and ideas from 36 marketing experts (including our CEO, Johnny Sandquist) about what the year ahead will bring for financial advisors.
Zach McDonald, President & CMO
“Watched a documentary about Slint this week. Interesting stuff.”
Johnny Sandquist, Founder & CEO
“I missed that Public Enemy released a new album late in 2020. This track featuring the surviving members of the Beastie Boys has been playing nonstop for me this week.”
Keep up with all of our picks of the week over time with the Three Crowns Mixtape on Spotify.
Click here to check it out and favorite it to add it to your collection.
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