Networking is crucial for career development and business growth. Mastering networking skills leads to valuable connections and opportunities. Strategies include making connections during introductions, confidently approaching groups, excelling at small talk, avoiding controversial topics, and knowing when to move on.
Advisors are starting to be modernized to the 2020’s by the SEC! In this video interview with attorney Chris Stanely, we learn more about the details of the new adopted amendments to Rule 206(4)-1 under the Investment Advisers Act of 1940 (the Advisers Act) to modernize the regulation of investment adviser advertising and solicitation practices. More importantly, we discuss how to maximize these updates for your practice’s marketing efforts!
