Tag: endorsement

growing your practice | sales champ

‘Like’ Me

How to procure, and use, client endorsements to advertise your practice.

In Practice

March 15th, 2021

Marketing Execs Expect Wide Acceptance of New SEC Advertising Rule

Many say the new regulation permitting endorsements and testimonials in adviser advertisements brings it up to current consumer standards.

Events Spotlight

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.

Industry Intelligence

THOUGHT LEADERSHIP

How Advisers Can Help Plan Sponsors Navigate Demographic Shifts

Retirement plan advisers can help plan sponsors with risk management and plan funding to address changing needs of the workforce, according to an expert from Massachusetts Mutual Life Insurance Company.

Sponsored by MassMutual