How to Utilize Text Messaging in Your Financial Practice

How to Utilize Text Messaging in Your Financial Practice Webinar, May 24th. (1 CE credit)

The reality for Financial Advisors is that clients want to text us, and many already do. Financial Advisors who want to stay compliant refuse to respond to a clients’ text message; however, many Financial Advisors take the risk and communicate anyway. There are risk exposures if you’re outside of compliance including fines, suspension and barring from the industry. Learn how to integrate text messaging safely and smartly.

Topics Include:
•Regulatory Stance on Electronic Communications
•Compliance Tools
•Mass Communication
•Computer Based Communication
•And More!

REGISTER HERE

Not an FPA Member? CLICK HERE to schedule a demo for your firm.

Presented by Derrick Girard, CFP®AIF®NSSA®

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