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Seven Questions Michael Kitces Has Never Been Asked. 

Transition To RIA
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13 сен 2024

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Комментарии : 4   
@tommypain
@tommypain 6 месяцев назад
Congratulations, Brad, on making it to Question #100! Your experience and detailed info is invaluable to many advisors. Thank you.
@TransitionToRIA
@TransitionToRIA 6 месяцев назад
Thank you! I appreciate the kind words. Thanks for tuning into the episodes.
@SFGMedia3
@SFGMedia3 6 месяцев назад
Hey in part 69 you mentioned how there's regulations around doing video and podcast marketing. Can you expand on that? Thanks!
@TransitionToRIA
@TransitionToRIA 6 месяцев назад
Thanks for tuning into the videos. I'll make note of this as a possible episode topic. There are not regulations outlining specifically what you can, or cannot do with videos/podcasts. There are however general regulations around what is not permissible with marketing/advertising. Each individual firm (ex: wirehouse) then has the ability to put in even more restrictive guardrails, and they generally do.
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