As advisers pick up more digital savvy clients, those clients are going to demand texting because they use it with every other professional in their lives."
Bill Winterberg, founder and president, FP Pad |
Summary: Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect.
As advisers pick up more digital savvy clients, those clients are going to demand texting because they use it with every other professional in their lives."
Bill Winterberg, founder and president, FP Pad |
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