"Stop saying what you think your clients want to hear, and start saying what they need to hear." This reframing helps advisors approach compliance challenges more proactively.
Involving compliance professionals early in the process ensures better collaboration with marketing teams, leading to a more satisfactory engagement with regulatory bodies.
The use of AI in marketing is growing, but advisors must ensure that any AI-generated content aligns with personal style and compliance standards while still sounding human.
AI tools should primarily assist with writing rather than generate original content, allowing advisors to maintain a human touch in their communications.
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