Join SBMC Consulting and Coulter Strategic Services for an insightful session featuring a compliance professional and a marketing expert specializing in working with advisory firms. We dive into the nuances of the amended Marketing Rule and provide actionable strategies to leverage social media, use testimonials, and engage promoters while remaining compliant. This session covers key changes in the rule, best practices for social media marketing, effective use of client testimonials and promoters, and compliance tips to ensure your marketing efforts meet regulatory requirements. With practical examples, compliance checklists, and engaging conversation, this free session is designed to be reviewed by your compliance team and internal or external marketing sources. For any questions or further assistance, please contact us and mention this session. Stay ahead of regulatory changes and enhance your marketing strategies with confidence.