In a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Matt Seitz and Ryan Warner host to discuss the New SEC Marketing Rule and how advisors can take advantage of it without incurring fines. Matt is the Executive VP of Marketing at C2P and CMO for JL Smith. Ryan is Chief Compliance Officer at C2P.

In a special edition of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, Matt Seitz and Ryan Warner host to discuss the New SEC Marketing Rule and how advisors can take advantage of it without incurring fines. Matt is the Executive VP of Marketing at C2P and CMO for JL Smith. Ryan is Chief Compliance Officer at C2P.

In a special edition of the Rainmaker Multiplier On-Demand podcast,&nbsp;Coffee Break with C2P, Matt Seitz and Ryan Warner host&nbsp;to discuss the New SEC Marketing Rule and how advisors can take advantage of it without incurring fines. Matt is the Executive VP of Marketing at C2P and CMO for JL Smith. Ryan is Chief Compliance Officer at C2P.

Coffee Break with C2P: New SEC Marketing Rules: What You Need to Know

Developed by Jason L Smith, this podcast takes you through strategies for multiplying your revenue, net profit, lines of business, capabilities, efficiencies, most valuable relationships, and top producers — your rainmakers. Join our rotating host lineup for exclusive insights on everything from structuring your practice, marketing best practices, compensation frameworks, and how to navigate the modern world of compliance.

Share Coffee Break with C2P: New SEC Marketing Rules: What You Need to Know

Sign up to save your podcasts

Coffee Break with C2P: New SEC Marketing Rules: What You Need to Know

Coffee Break with C2P: New SEC Marketing Rules: What You Need to Know

More shows like Rainmaker Multiplier On-Demand

Stuff You Should Know

Sex With Emily

Pivot

The Perfect RIA

The Compound and Friends

Kitces and Carl - Real Talk for Real Financial Advisors

Advisor Talk with Frank LaRosa

The Power Of Zero Show

The Bucket Plan® On-Demand Series

The Efficient Advisor: Tactical Business Advice for Financial Planners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

The Great Retirement Debate with Ed Slott & Jeffrey Levine

Prof G Markets

Advisor Marketing Made Simple