Tag: Compliance

Why Hire a Marketing Firm for a 506(b)? 

Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you can stay in front of financial advisors with compliant marketing, and market your firm and expertise.

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ENDING 2025 STRONG

TIPS FOR MAKING THE MOST OF YOUR NATIONAL ACCOUNTS, SALES, AND MARKETING OUTREACH

Join industry experts to gain insights on driving year-end momentum.

Cherie Fournier

CEO & Founder
Marketing Intent

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Heidi Wheatley

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Melissa Wendt

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