RIA Testimonials

Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash?Types of TestimonialsHow it could be used in your practiceWhat Advisors are missingWe hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.Make sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Mar 9, 2021

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RIA Testimonials

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