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FIRM BROCHURE PART 2 OF FORM ADV MARCH 31, 2015, MAINSTREAM INVESTMENT ADVISORS, LLC 120 NORTH BASALLY, 33RD FLOOR CHICAGO, IL 60602 P 312.223.0270 F 312.223.0276 WWW.MAINSTREETADV.COM COMPLIANCE
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How to fill out firm brochure part 2
Point by point, here is how to fill out firm brochure part 2:
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Start with a compelling headline: Begin by creating an attention-grabbing headline that succinctly conveys the main message or benefit of your firm. This headline should entice readers to continue reading the brochure.
02
Provide an engaging introduction: In the introduction section, briefly introduce your firm and highlight its key qualities, expertise, and unique selling points. This should capture the reader's interest and make them want to learn more about your firm.
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Outline your services: Clearly and concisely describe the different services your firm offers. Present them in a logical and organized manner, making it easy for readers to understand the range of solutions your firm can provide.
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Provide contact information and a call to action: Make it easy for readers to get in touch with your firm by prominently displaying contact details such as phone numbers, email addresses, and website URLs. Additionally, include a clear call to action that encourages readers to take the next step, whether it's scheduling a consultation, requesting more information, or visiting your firm's website.
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What is firm brochure part 2?
Firm brochure part 2 is a document that provides detailed information about a firm's services, fees, and conflicts of interest.
Who is required to file firm brochure part 2?
Investment advisory firms registered with the SEC are required to file firm brochure part 2.
How to fill out firm brochure part 2?
Firm brochure part 2 can be filled out by providing accurate and up-to-date information about the firm's services, fees, and conflicts of interest.
What is the purpose of firm brochure part 2?
The purpose of firm brochure part 2 is to provide clients and potential clients with transparency regarding the firm's practices and policies.
What information must be reported on firm brochure part 2?
Firm brochure part 2 must include information about the firm's advisory services, fees, disciplinary history, and potential conflicts of interest.
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