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The case for texting your clients just got stronger

Category: Best Practices
Best Practices header

“As we grapple both with the pandemic and what is likely to be its many aftershocks, advisory firms must take a closer look at the services and tools offered to ensure you are doing everything in your power to deliver an elevated experience.” Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to your mix of client communication channels.

You can read that article at Financial Advisor here.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.