Financial advisors continue to navigate evolving marketing opportunities and compliance challenges under the SEC’s updated rules. As one of the most significant regulatory shifts in recent years, these changes have reshaped how firms leverage testimonials, endorsements, and performance advertising.

To simplify these changes, Simplicity Lone Beacon has created a concise, 7-page guide that breaks down the key updates, their impact, and best practices for compliance. If you haven’t yet optimized your marketing approach under these rules, now is the time to get up to speed.

Download our guide to stay ahead of industry trends and ensure your marketing remains effective and compliant. Looking to expand or refine your strategy? Simplicity Lone Beacon specializes in building multi-platform, interconnected, and fully compliant marketing solutions for financial advisors nationwide. Let’s take your marketing to the next level in 2025.