Balance Your Marketing
Don't use implied guarantees or language claiming you are the best, largest or oldest, unless you can substantiate it. --Nancy Lininger
Marketing Must Be Balanced. Don't use implied guarantees or language claiming you are the best, largest or oldest, unless you can substantiate it. Do add marketing sizzle to disclosure documents (Form ADV).
-Nancy Lininger is founder of The Consortium, a compliance, practice management and marketing consulting firm for RIAs and broker-dealers, in The Art of Compliance
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