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Adjusted for Risk: Increase Visibility, Credibility With the SEC's Marketing RuleAdjusted for Risk: Increase Visibility, Credibility With the SEC's Marketing Rule

WiserAdvisor CEO Rishi Bharathan also talks about quality vs. quantity regarding leads.

Ryan Nauman, Market Strategist

October 7, 2024

During this enlightening conversation, WiserAdvisor CEO Rishi Bharathan shares his insights on the topic of quality vs quantity and why financial advisors should prioritize quality leads over quantity.

Rishi also talks about how wealth managers can increase visibility and credibility by taking advantage of the SEC’s marketing rule, which allows advisors to use testimonials and endorsements.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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