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: