DOL gives green light to 401ks to invest in private equity. BIG FREAKING WHOOP.

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

June 14, 2020

Podcast: Play in new window | Download

Subscribe: Email | RSS

This was a dumb move on the part of the DOL, but it does create an opportunity for financial advisors with a strategic marketing eye.

Any questions? Send 'em in!

RELATED POSTS

In this blog you'll hear four social media and LinkedIn tips for heavily regulated broker dealer reps and financial advisors who works at wirehouses.

Financial Advisor LinkedIn

LinkedIn social media tips for highly-regulated and wirehouse broker dealer reps

In this blog-pod, you are going to hear four Linkedin social media

January 4, 2021

Here are five free financial advisor marketing tools and a few that are just plain cheap!

Financial Advisor Marketing

5 free financial advisor marketing tools + 3 cheap ones!

Here are some of my favorite free marketing tools, and they won’t

January 4, 2021

In December 2020 the SEC ruled to allow financial advisors to use testimonials in their marketing.

Financial Advisor Marketing

SEC rule allows financial advisor testimonials. Big whoop.

In December of 2020 the SEC ruled that financial advisors at some

December 29, 2020

In this blog, I'm talking about my five best financial advisor prospecting podcasts on the topic of prospecting and lead generation for financial advisors and financial planners.

Podcast

Best financial advisor prospecting podcasts

In this pod-blog you are going to learn the best podcasts for

December 26, 2020

Interview with Bob Veres

Podcast

The future is clearest with Bob Veres

In this podcast I interview Bob Veres about the future of the

December 14, 2020

Are you sick of the BS yet?

Sign Up For My Daily Newsletter: One Actionable Marketing Tip A Day Emailed To You

Contact Me