A proactive method is greatest on the subject of advisor-client texting. Be part of us to be taught why!
Be part of our webinar on November seventh at 1pm EDT when Mitch Avnet of Compliance Danger Ideas (“CRC” ) goes on-line with Phil Burch of Rumour Methods to debate how expertise may also help compliance and supervision groups proactively mitigate threat for his or her corporations and permit advisors to supply best-in-class service to their shoppers.
By attending this webinar, you possibly can count on to be taught:
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- Why advisors usually textual content for enterprise
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- How being proactive is the most effective method to new laws
- The proper design of an efficient regulatory method to enterprise textual content messaging