Stacy Sizemore | Source | Chief Compliance Officer at Tru Independence
Stacy Sizemore
Chief Compliance Officer at Tru Independence
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Employment
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Tru Independence
Chief Compliance Officer
started May 2019
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How Advisors Ace Digital Marketing Without Stoking Regulators' Ire
When advisors engage in digital marketing, they need to educate themselves so they don’t run afoul of regulators.
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Beware of superlative language. Avoid words like 'expert' or 'expertise' that you cannot prove are true. How do you prove you're an expert? So I'll say to advisors, use 'We believe' vs. 'We're the experts in … '
