Brian McLaughlin, co-founder of Redtail Technology and president of Orion Advisor Technology, has a new Practice Management piece up at ThinkAdvisor. Brian talks about embracing the opportunity that we now have to communicate with our clients via text, while also recognizing the costs that may come should we neglect to put processes in place in order to remain compliant when doing so. That piece is available here.
1776-OAT-9/27/2022
