Nov '25 • General discussion
Texting Clients
While at a conference yesterday I overheard a number of advisors completely dismiss the idea of communicating with clients via text. Seems texting is still a yes or no situation at many firms. Interesting timing given this new article saying the SEC has eased up on texting. Hopefully it is a sign of where things are heading. What is everyone’s opinion or experience with texting?
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Texting Clients
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