Episode 297 – How To Please Compliance While Fulfilling Your Marketing Dreams –– With Max Schatzow - a podcast by Matt Halloran and Kirk Lowe, TAM Hosts

Do you want to do content marketing, but you feel burdened by compliance?



To help set you free, Matt Halloran talks to Max Schatzow, an attorney at Stark & Stark and founder of advisercounsel.net. In this episode, they help you find the happy medium where you’re not bogged down by compliance in your marketing pursuit but are still being a fully compliant business. They also discuss the benefits of outsourcing the compliance aspect of your business so you can focus on what you do best.



You will learn:



How to create an infrastructure that allows you to pursue podcasting without the stress of compliance

What the new SEC ruling entails –– and its implications for your marketing

Why advisors need to be extra careful when selecting share classes for mutual funds

Reasons to reconsider using performance advertising in your marketing strategy

How Max helps advisors manage risks to meet compliance standards

And more!



Tune in to learn how to pursue content marketing while staying completely compliance-friendly.



Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Max Schatzow on LinkedIn | Email Max | Stark & Stark | AdviserCounsel | SEC Amends Advertising and Solicitation Rules

Further episodes of Top Advisor Marketing Podcast

Further podcasts by Matt Halloran and Kirk Lowe, TAM Hosts

Website of Matt Halloran and Kirk Lowe, TAM Hosts