Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash?

• Types of Testimonials
• How it could be used in your practice
• What Advisors are missing

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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