Season 2 Episode 16 - A New Era for Financial Advisor Marketing: Implications from the New SEC Marketing Rule ft. Chris Stanley
About our guest…
Chris Stanley is the Founding Principal of Beach Street Legal LLC, a law practice and compliance consultancy for investment advisers and financial planners. He brings expertise in legal advice and compliance counseling related to federal and state securities laws, SEC rules and regulations, RIA mergers & acquisitions, investment management compliance, RIA registration, and general corporate legal matters.
What we talked about…
🎙️What is a sales funnel?
🎙️Why should you narrow down your audience?
🎙️The impact of freedom and time on business
🎙️Sorting vs. Selling
🎙️Why do you need an email list?
Resources from this podcast…
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