Data Driven Success for Financial Advisors
Advisors have been using LE Pro to win retirement plan business for a few months and have sent thousands of...Read More
Friday, December 19, 2025
Blog 4 Columns
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Early Returns – CTML & Campaign features pay dividends!
Anecdotal Evidence Data Backed Results Not Good Enough When we released our CTML (Customizable Trackable Marketing Letters) and LE Pro...Read More
Here’s What’s Next For The DOL Fiduciary Rule.
Regulation Best Interest compliance examinations are around the corner. Yet, just as Advisors and Brokers adapt to a new Reg-BI environment the Department of Labor (DOL) proposed a new regulation that will affect anyone who gives investment advice.
Court Update: Reg-BI is the New Standard For Advisors and Brokers!
Courts did NOT throw out Reg-BI! Don’t be part of the last rush to compliance At this point, if you...Read More
Reg-BI Podcast 4:SEC Exams
The final installment of our four-part Reg BI Podcast series examines what is known about the SEC’s REG-BI Examinations. While...Read More
Reg-BI Podcast 3: Form CRS
In the third installment of the four-part Reg BI Podcast series, Yon Perullo delves into form CRS, which is potentially...Read More
Reg-BI Podcast 2: Regulation Overview
Installment 2 of a four-part series on Reg BI. Yon Perullo reviews the key components of Reg-BI and highlights the...Read More
Reg-BI Podcast 1: Legal Landscape
This is the first installment of a four-part series on Reg BI. Yon Perullo discusses the current legal challenges to...Read More