Stacy Sizemore | Source | Chief Compliance Officer at Tru Independence
Recent Quotes
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Beware of superlative language. Avoid words like 'expert' or 'expertise' that you cannot prove are true. How do you prove you're an expert? So I'll say to advisors, use 'We believe' vs. 'We're the experts in … '
13 January 2021
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13 January 2021article
How Advisors Ace Digital Marketing Without Stoking Regulators' IreWhen advisors engage in digital marketing, they need to educate themselves so they don’t run afoul of regulators.
Employment
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Tru Independence
Chief Compliance Officer
started May 2019