Chris Stanley of Beach Street Legal

New SEC Marketing Rule – Could Matt Damon say “Fortune Favors the Diversified”

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Chris Stanley of Beach Street Legal

Connect on LinkedIn:
Connect with Chris Stanley
Connect with Rory Henry

Learn more about
Arrowroot Family Office

New SEC Marketing Rule - Could Matt Damon say "Fortune Favors the Diversified"

Rory speaks with Chris Stanley of Beach Street Legal to discuss the latest SEC-Marketing Rule. In this episode, they talk about how the SEC took the former cash solicitation and advertising rule and consolidated it into the new marketing rule. Discover how the new rule for the first time allows for testimonials and learn about the latest updates to performance advertising. Do you want to give your financial advisor a ringing endorsement? Are you interested in finding out how the new rule affects direct and indirect compensation? Find out the answer to these questions and more on this latest episode with attorney Chris Stanley.

Author

Related Posts

Amber Setter of Counscious

Conscious CPA – How to build up and not burn out employees

Rory Henry and Will Hill talk with Amber Setter of Counscious about coaching, leadership, and staff development. Discover why Amber... read more

AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise

In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a... read more

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting Services: The Definitive Success Guide. Hitendra discusses the history of CAS, how it has evolved to CAS 2.0, and how accountants are utilizing data intelligence to assist business owners in making better decisions. Discover why Hitendra believes CAS is a team game, and how firms can hire non accounting graduates and train them on processes and numbers. They discuss the network of network effects and why private equity is increasing it's involvement in the accounting space. Do you want to know why Miriam Webster should change the definition of "Accounting?" Do you want to know how accounting firms can think like the McKinsey's of the world? Find out the answer to these questions and more from the accounting professions leading voice on CAS.

Utilizing AI & Business Intelligence – CAS 2.0

In this episode, Rory speaks with Hitendra Patil, an Accounting Today Top 100 Influential Person and author of Client Accounting... read more

Loren Fogelmen

Higher Prices, Higher Profits and High Value Clients

Rory is joined by Loren Fogelmen of Business Success Solution to talk about how to increase your prices and present... read more

Derek Davis of Green Growth CPA

Leading Cannabis CPA Firm – Niche, Outsource, and Virtual Practice Tips

Rory Henry and Will Hill talk with Derek Davis of Green Growth CPA as they discuss reasons to niche, outsource,... read more

Joey Drolshagen of IFGT Coaching and Consulting

Personal and Professional Development

Rory is joined by Will Hill of Will Hill Consults to talk with Joey Drolshagen of IFGT Coaching and Consulting... read more

Taking the Capital Pain out of Capital Gains: Opportunity Zone Program

Rory and Rob speak with Nationally Recognized OZ program influencer Blake Christian of HCVT. Listen as Blake covers the basics... read more

Grow your business by Joining or Building an Accounting Community

Grow your business by Joining or Building an Accounting Community

Rory is joined by Richard Roppa-Roberts of Quasar Consulting and Roundtable Labs and Dave Kersting of Capovario to talk about... read more

Exit Planning & Setting Up Business Owners for Success w/ Christine Nicholson

In this episode of the podcast, Rory Henry interviews Christine Nicholson, a multi-award-winning business mentor who specializes in exit and... read more

Become like Netflix, TikTok & Amazon w/ Advice Engagement

Become like Netflix, TikTok & Amazon w/ Advice Engagement

In our latest episode, Rory speaks with John Prendergast, CEO of Blueleaf, about the latest in wealth management, behavioral finance,... read more