WHAT WE DO

Whether you’re drafting product-specific materials, planning an educational seminar, or crafting public-facing content, we’re here to help you strike the balance between innovation and compliance. From disclosure templates and supervisory procedures to advertising reviews, we provide tailored solutions intended to protect your business and enhance your message.

WHY WORK WITH CHRIS HOLMES & BRO2ADV CONSULTING?

• Expertise You Can Trust: Founder and Principal Consultant, Chris Holmes, has guided RRs and IARs through regulatory shifts like the Global Research Analyst Settlement and the consolidation of NASD and NYSE rules into FINRA Rule 2210.

• Licensing & Credibility: With Series 3, 7, 24, 30, 66, and 87 licenses and registrations including General Securities Principal, Research Principal and Operations Professional, Chris has firsthand knowledge of the standards you’re expected to meet.

• FPQP® Designation: As a Financial Paraplanner Qualified Professional℠ (FPQP®), Chris has a strong foundation in financial planning principles, enabling her to craft messaging that balances technical accuracy with client-focused clarity. Her expertise helps ensure your communications resonate with both regulators and clients.

• Polished Communications Under Pressure: Drawing from her diverse experience managing operations, supervising teams, and mastering communications in high-pressure, regulated environments, Chris brings a robust skill set to Bro2Adv Consulting. Her tenure at Popejoy & Fischel Advertising Agency (Dallas, TX) was pivotal in shaping her expertise. During her 6 years there, she managed employee benefits and compensation for 60-70 employees, established operational policies, coordinated travel logistics, and oversaw a team of administrative staff, including reception. These responsibilities yielded an enhanced ability to streamline processes and support effective team collaboration.

‎ ‎ ‎ ‎ ‎ ‎ o A standout project took Chris to St. Paul, MN, where she collaborated on developing centralized production tools for client
‎ ‎ ‎ ‎ ‎ ‎ ‎presentations and camera-ready artwork. This opportunity deepened her understanding of creative production in a
‎ ‎ ‎ ‎ ‎ ‎ regulated environment, as she navigated FTC guidelines and adhered to the standards of the American Association of
‎ ‎ ‎ ‎ ‎ ‎ Advertising Agencies (4As). It also underscored the importance of high-quality, compliant communications—a skill Chris has
‎ ‎ ‎ ‎ ‎ ‎ carried forward today to benefit financial professionals.

‎ ‎ ‎ ‎ ‎ ‎ o Her mentors and colleagues instilled editing and proofreading skills critical for creating polished, accurate content,
‎ ‎ ‎ ‎ ‎ ‎ particularly under deadline-driven circumstances. These experiences, combined with her ability to adapt to shifting
‎ ‎ ‎ ‎ ‎ ‎ organizational structures, solidified the foundation for Bro2Adv Consulting’s mission: to help financial professionals produce
‎ ‎ ‎ ‎ ‎ ‎ clear, compliant, and engaging communications.

At Bro2Adv Consulting, Chris believes compliance isn’t just about avoiding pitfalls—it’s an opportunity to build trust and credibility with your audience. Let her help you communicate with clarity, confidence, and impact.

AI-POWERED SOLUTIONS FOR FAST, COMPLIANT FINANCIAL CONTENT

At Bro2Adv Consulting, human expertise is blended with innovative AI technology to create content for financial professionals. This approach saves time, sparks creativity, and helps to ensure your message aligns with regulatory standards.

BREAKING WRITER’S BLOCK

Ever struggled to get started? AI helps to jumpstart the ideation process, generating tailored ideas and structured outlines to focus on what matters most—your message.

SPEED AND EFFICIENCY WITHOUT COMPROMISING QUALITY

AI tools enable Bro2Adv Consulting to quickly develop drafts and refine them with precision, creating content that is professional, polished, and ready to engage your audience. By identifying potential compliance issues early, Bro2Adv Consulting streamlines revisions and reduces turnaround time.

COMPLIANCE BUILT-IN

Navigating industry regulations can be challenging, but with Bro2Adv Consulting’s expertise, AI’s efficiency in identifying compliance risks, and your input, we collaborate to create content aligned with the standards you need to meet. The result? A seamless, stress-free process that ensures your message is both impactful and regulatory-ready.

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