Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements.
In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk profiles, podcasting, testimonials, and more.
In this episode, you will learn:
Tune in now to hear the answers to your compliance concerns.
Resources Top Advisor Marketing | My RIA Lawyer | (770) 462-2118
Brought to you by: Iris.xyz
Our 100th Episode with Michael Kitces
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Episode 98- Pleasing the Algorithm with Jessica Jackson
Episode 97 - Marketing Secrets with Kristen Judd
Episode 96 - Next Level Niche with Marci Bair
Episode 95 - The Sales Side of Business with Wes Schaeffer
Episode 94 - Empowering Females in Finance with Katie Burke and Bridget Grimes
Episode 93 - Diversity and Inclusion in Finance with Robyn Pollack
Episode 92 - Creating Space for Serving Women with Barbara Provost
Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel
Episode 90 - Striking it Niche with Stephen Wershing
Episode 89 - Social Media Research With Julia Ritchie
Episode 88 - Should You Be a Thought Leader?
Episode 87 - Influences vs Strategic Partnerships with Gwynn & Joanne
Episode 86 - The Power of Social Media with Heather Wilson
Episode 85 - WOW Website Formula
Episode 84 - Getting to Know Justin Koehler
Episode 83 - Karim Rashwan - Digital Age Marketing!
Episode 82 - The 7 Dynamic Digital Prospecting Techniques: Part 7
Episode 81 - Don Whalen: Precise Advising!
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