{"id":353439,"date":"2023-10-18T12:32:39","date_gmt":"2023-10-18T16:32:39","guid":{"rendered":"https:\/\/qa.bluevaultpartners.com\/?p=353439"},"modified":"2023-10-18T12:32:39","modified_gmt":"2023-10-18T16:32:39","slug":"how-our-series-7-securities-licenses-benefit-our-clients","status":"publish","type":"post","link":"https:\/\/qa.bluevaultpartners.com\/how-our-series-7-securities-licenses-benefit-our-clients\/","title":{"rendered":"How Our Series 7 Securities Licenses Benefit Our Clients"},"content":{"rendered":"<h1 class=\"elementor-heading-title elementor-size-default\">How Our Series 7 Securities Licenses Benefit Our Clients\u00a0<\/h1>\n<p>September 28, 2023 | <a href=\"https:\/\/marketingintent.com\/\" target=\"_blank\" rel=\"noopener\">Marketing Intent<\/a><\/p>\n<p>You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding \u201cyes.\u201d Let us introduce ourselves \u2013 we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here\u2019s why it matters.<\/p>\n<h3 class=\"wp-block-heading\"><strong>Unexpected Knowledge<\/strong>\u00a0<\/h3>\n<p>Contrary to popular belief, a Series 7 Securities License doesn\u2019t just bolster our financial acumen \u2013 it has also amplified our ability to assist clients in their marketing endeavors. Acquiring our licenses wasn\u2019t a conventional path for marketers; Cherie gained hers while working in a corporate setting, and Alise got hers while collaborating with financial advisors on their marketing strategies. Getting licensed helped us gain a unique perspective on financial services marketing.\u00a0<\/p>\n<h3 class=\"wp-block-heading\"><strong>Meeting Compliance Requirements With Ease<\/strong>\u00a0<\/h3>\n<p>Our Series 7 credentials have empowered us with comprehensive knowledge of the financial sector\u2019s regulatory landscape. This awareness makes all the difference when developing marketing materials that meet compliance standards. We\u2019ve observed a stark contrast between materials produced by our team, armed with an understanding of financial services and alternative investments, and those from competitors lacking this specialist knowledge. Our materials make it through the compliance process more easily, oftentimes with the coveted \u201cas is\u201d approval and a FINRA clean letter.\u00a0<\/p>\n<h3 class=\"wp-block-heading\"><strong>Compliance Conversations Made Simple<\/strong>\u00a0<\/h3>\n<p>Being licensed has significantly enhanced our ability to have productive dialogues with compliance departments. We\u2019re equipped to troubleshoot the inevitable challenges that arise when navigating regulatory bodies like FINRA. Understanding the rationale behind these regulations allows us to reverse-engineer solutions that not only comply with the rules but also effectively convey your marketing message.\u00a0<\/p>\n<h3 class=\"wp-block-heading\"><strong>Building Cohesive Relationships<\/strong>\u00a0<\/h3>\n<p>We also strive to nurture collaboration with compliance and legal teams. Although we\u2019re not officially part of these teams, our shared language and understanding allow us to jointly develop solutions for compliance roadblocks. This collaboration has streamlined processes, making everyone more efficient and enhancing the education of advisors and investors on alternative investments.\u00a0<\/p>\n<h3 class=\"wp-block-heading\"><strong>Need Help?<\/strong>\u00a0<\/h3>\n<p class=\"wp-block-heading\">IF YOU\u2019RE STRUGGLING WITH UNDERSTANDING THE INS AND OUTS OF COMPLIANCE, OR PERHAPS YOUR RELATIONSHIP WITH COMPLIANCE FEELS MORE LIKE A BATTLEFIELD THAN A PARTNERSHIP, WE CAN HELP.\u00a0<a href=\"https:\/\/marketingintent.com\/contact\/\">REACH OUT TO US<\/a>.<\/p>\n<div style=\"clear:both;\"><\/div>","protected":false},"excerpt":{"rendered":"<p>You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding \u201cyes.\u201d Let us introduce ourselves \u2013 we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here\u2019s why it matters&#8230;<\/p>\n","protected":false},"author":3681,"featured_media":325218,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[2725,2743],"tags":[2594,2392],"class_list":["post-353439","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-intent","category-service-provider-perspectives","tag-altstech","tag-marketing-intent-old"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Our Series 7 Securities Licenses Benefit Our Clients - Blue Vault<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/qa.bluevaultpartners.com\/how-our-series-7-securities-licenses-benefit-our-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Our Series 7 Securities Licenses Benefit Our Clients - Blue Vault\" \/>\n<meta property=\"og:description\" content=\"You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding \u201cyes.\u201d Let us introduce ourselves \u2013 we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. 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Woman using tablet payments online shopping and icon customer network connection on hologram virtual screen, m-banking and omni channel.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/qa.bluevaultpartners.com\/how-our-series-7-securities-licenses-benefit-our-clients\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/qa.bluevaultpartners.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Our Series 7 Securities Licenses Benefit Our Clients\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/bluevaultpartners.com\/#website\",\"url\":\"https:\/\/bluevaultpartners.com\/\",\"name\":\"Blue Vault Partners\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/bluevaultpartners.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/89e0db3ed1fc59906b65e1f190bbb0c6\",\"name\":\"Hannah Kilgore\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/bluevaultpartners.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1b136ddd0cad6b708bd4839a349103b0?s=96&d=mm&r=g\",\"caption\":\"Hannah Kilgore\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Our Series 7 Securities Licenses Benefit Our Clients - Blue Vault","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/qa.bluevaultpartners.com\/how-our-series-7-securities-licenses-benefit-our-clients\/","og_locale":"en_US","og_type":"article","og_title":"How Our Series 7 Securities Licenses Benefit Our Clients - Blue Vault","og_description":"You may think of a Series 7 Securities License as the exclusive domain of financial advisors. 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