Compliance Reviews

• What requires a compliance review? We do not do after the fact compliance reviews, all reviews must be done prior to sending/posting/commenting. This includes all LinkedIn posts, comments, or responses.
• What is the difference between Savvy Advisors, Savvy Wealth, and Savvy?
• I have an office and I want to get signs, what branding should I use?
• I want a Google Business Listing - Can I set one up?
• I want to client review/testimonials to post, can I ask my clients myself?

Outreach to prospective clients

• I want to buy a list of contacts to follow up with, what can I do with them?
• I want to cold call prospective clients
• I want to email a prospective client

Events

• I would like to present at my homeowner’s association, local organization, or real estate company. What steps do I need to take to ensure compliance?

Email

• Can I mass-email my clients? What are the steps? What is mass emailing?

Building my own brand