The SEC's 2022 marketing rule changed the game for RIAs.
Client testimonials were suddenly on the table. Most firms held back. We recently got to work.
Molly McClure, our Executive Director of Marketing, shared in a recent Citywire article how OnePoint BFG approaches it: survey broadly, listen for what keeps coming up, and let those real, recurring stories speak.
"Instead of collecting one-off quotes, we pulled from a broad set of client feedback and focused on recurring themes like thoughtful planning, steady guidance, and trust."
The result is a client experience page organized around the areas that matter most to our clients: retirement planning, portfolio management, and estate planning.
Citywire RIA's Sam Bojarski spoke with RIA executives across the industry about how they're using testimonials compliantly. We were glad to be part of the conversation.
We invite you to connect with our team.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The market and economic data is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The information in this report has been prepared from data believed to be reliable, but no representation is being made as to its accuracy and completeness.
OnePoint BFG often uses Artificial Intelligence (“AI”) int he generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination.
OP 26-0561
