Bill Good Marketing Overview - Financial Advisor Marketing System

Compliance Information

Compliance Information

Important Information to note

Bill Good Marketing is not a Compliance Department. Some letters on the website are approved by various firms. Other letters are "approved" by BGM. That means we believe these letters are consistent with compliance guidelines and may have been approved somewhere. They are offered to you as letter ideas. Unless your firm has specifically approved a letter, we expect you will modify them to suit your own style and taste. We then expect you will submit them to your own compliance department. Always follow the compliance procedures of your firm.


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