Built on Clarity, Balance, and Responsibility
Financial Professionals' Guide to Public-Facing Communications
$23.66
- Paperback
134 pages
- Release Date
24 August 2026
Summary
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 r…
Book Details
| ISBN-13: | 9798903692477 |
|---|---|
| Author: | Chris Holmes |
| Publisher: | Trilogy Christian Publishing |
| Imprint: | Trilogy Christian Publishing |
| Format: | Paperback |
| Number of Pages: | 134 |
| Release Date: | 24 August 2026 |
| Weight: | 218g |
| Dimensions: | 9mm x 140mm x 216mm |
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Chris Holmes
Chris Holmes, FPQP®, 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. She bridges 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.
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