The DOL Fiduciary rule is top of mind for most advisors. You know what it means to you, but do your clients?
With our new Advisor Branded Media video, What It Means to Be a Fiduciary, your clients will understand the standards that Fiduciaries hold themselves to. Loyalty, honesty, and trust – to name a few. See below for a preview.
- Include the video in an email to your clients.
- Download the video onto your computer and use it during a live presentation.
- Share the video through your social media channels in a post about the power of a complete financial picture.
With a library of compliance-approved videos available right from your Advisor Homepage, our narrated videos make it easy to talk with your clients and prospects about how you can help them make sound financial decisions.
Click here to learn more about our Advisor Branded Media.