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Webinar: Designing a Proactive Regulatory Approach to Advisor Texting

Webinar: Designing a Proactive Regulatory Approach to Advisor Texting

A proactive approach is best when it comes to advisor-client texting. Watch this on-demand webinar 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.

Watch this webinar to learn:

  • Why advisors like to 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