Spring into Q2
In Case You Missed It: The New(ish) SEC Marketing Rule
Want to use client testimonials in your marketing but don't know where to start? We sat down with Michelle Atlas-Quinn from AdvisorLaw to discuss the legality of this new(ish) Marketing rule.
April Webinar: How to Target HNW Individuals with Cash Balance Plans
Our April webinar is for anyone who wants to target High Net Worth Individuals. Charles Rosenberg will be helping Advisors target HNW Individuals through cash balance plans.
Specifically, you will learn how to:
? Cultivate existing and new relationships with high net worth clients and prospects.
? Differentiate yourself with affluent professionals and business owners.
? Provide highly profitable businesses with the potential to reduce current taxes.
Blog: RIA Transition Guide
While at T3, we had the opportunity to network with RIAs at all points of their transition. This helped us put together an RIA transition guide. If becoming an RIA is a dream of yours, check it out here: Guide For Your Successful RIA Transition | Myriad Advisor Solutions (myriadas.com)
Partnership: Integrity Tax Advisors
Want to know how you can save on taxes? Integrity Advisors can tell you how to do just that! Watch our on-demand webinar to learn how you can pay less in taxes. As an Advisor Club exclusive, Integrity Advisors is offering a special price of $1.5k per firm! (Email [email protected] if you'd like to get the link for this special discount).
Something Fun:
While most people are using ChatGPT for business, we're using it to write jokes! Here's our favorite:
Why did the Investment Manager quit his job?
He lost interest!