Webinar: Designing a Proactive Regulatory Approach to Advisor Texting

A proactive approach is best when it comes to advisor-client texting. Join us to learn why!

Recently, Hearsay hosted a webinar with Mitch Avnet from Compliance Risk Concepts. We discussed how technology can help compliance and supervision teams proactively mitigate risk for their firms and allow advisors to provide best-in-class service to their clients.

By watching this on-demand webinar, you can expect to learn:

  • Why advisors typically text for business
  • How being proactive is the best approach to new regulations
  • The correct design of an effective regulatory approach to business text messaging