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Built on Clarity, Balance, and Responsibility: Financial Professionals' Guide to Public-Facing Communications

Built on Clarity, Balance, and Responsibility: Financial Professionals' Guide to Public-Facing Communications - Paperback

by Chris Holmes
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Availability:In StockContributor:Chris HolmesPublish date:8/25/2026Pages:134
Languages:EnglishPublisher:Trilogy Christian PublishingISBN-13:9798903692477UPC:9798903692477Book Category:Business & Economics, Education, Self-HelpBook Subcategory:Industries, Finance, Communication & Social SkillsBook Topic:Media & CommunicationsSize:8.50 x 5.50 x 0.36 inchesWeight:0.218Product ID:SC8NRKTQ2W

CREATIVITY WITHIN THE LINES

Financial communication has changed, but expectations haven't moved, even as platforms accelerate and audiences expand.

For RRs, IARs, and RIAs, the challenge is constant: how do you communicate clearly, stay compliant, and still sound like yourself?

Built on Clarity, Balance, and Responsibility shows you how to create public-facing content that moves through review with fewer revisions and connects with the people it's meant to reach, including values-driven or faith-based clients.

INSIDE YOU'LL LEARN HOW TO:

✓ Apply the reasonable investor standard

✓ Write content that holds up in review

✓ Use social media without unintended risk

A practical, real-world framework, not a rulebook.

Languages:EnglishPublisher:Trilogy Christian PublishingISBN-13:9798903692477UPC:9798903692477Book Category:Business & Economics, Education, Self-HelpBook Subcategory:Industries, Finance, Communication & Social SkillsBook Topic:Media & CommunicationsSize:8.50 x 5.50 x 0.36 inchesWeight:0.218Product ID:SC8NRKTQ2W
Holmes, Chris: - Chris Holmes, FPQP(R), is the Founder and Principal Consultant of Bro2Adv℠ Consulting. With over a decade of experience in regulated financial and communications environments, she helps financial professionals create clear, compliant, and engaging public-facing content, bridging the gap between marketing and compliance-in a way that holds up under scrutiny while still connecting with the people they serve.CLEAR. BALANCED. DEFENSIBLE.In financial services, communication isn't just marketing, it's part of the fiduciary standard.
Publisher: Trilogy Christian Publishing

Contributor(s)

Chris Holmes

Author

Chris Holmes

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