In this episode of The Finance Marketing Podcast, Hillary sits down with Tara Meehan, a marketing professional with nearly two decades of experience in financial services, to discuss how advisors working under broker dealers and wirehouses can navigate compliance restrictions while creating effective, authentic marketing content. Tara shares game-changing insights about building collaborative relationships with compliance teams, the hidden limitations of relying on canned content, and practical strategies for getting creative marketing initiatives approved. Tune in to learn how to transform your relationship with compliance from adversarial to collaborative and discover why playing it safe with generic content might actually be hurting your marketing efforts more than helping them.

Connect with Tara:

LinkedIn: @tarameehan

LinkedIn: @MeehanMarketing

 Website: https://www.meehanmarketing.com

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