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
Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz
Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 3
Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter - Part 2
Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 1
Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
Episode 241 – How to Go From Bad to Good to Great Marketing
Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma
Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective and How to Improve It
Episode 237 – Start Making Connection Calls With Your Clients Now –– With Brad Johnson
Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya
Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson
Episode 233 - Beware of “10X” and “We Fill Your Pipeline” Claims
Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts
Episode 231 – Transparency Wave -- With Paul Pagnato
Episode 230 – Sales Techniques and Triggers With Jason Smith
Episode 229 - Marketing to The Forgotten Generation
Episode 228: Building Your Business to Run Without You - With Erin Botsford
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