FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule
SAN DIEGO, May 4, 2021 /PRNewswire/ -- FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
Largely untouched for decades, the SEC's modernized marketing rule now permits investment advisors to use testimonials and endorsements, which include traditional referral and solicitation activity, subject to certain conditions.
"Our teams have been tracking, researching and ideating solutions with our broker dealer partners since the new rule was first announced," said Scott White, FMG Suite CEO. "With these tools and resources, we aim to empower advisors and help them feel confident to better market their businesses in a digital environment."
Contingent upon approval from their broker dealers, FMG Suite and Twenty Over Ten customers now have access to:
These new features come just months after FMG Suite announced the acquisition of Twenty Over Ten and delivers on their mission of pooling resources to offer financial advisors the most modern lead-generation marketing solutions with award-winning client service.
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