Skip to content

Advisor-Client Texting: 3 Must-Haves for Supervision Teams

Advisor-Client Texting: 3 Must-Haves for Supervision Teams

From the biggest wirehouses to independent RIAs, the ability for advisors to text clients and prospects is now tablestakes.
But is your supervision team equipped to monitor the hundreds of thousands of texts being sent to and from your advisors?
Don’t let texting wreak havoc on your team and supervision processes. Before your company decides on an advisor-client texting solution, get our guide to learn three must-haves for supervision teams.