There is no denying text messaging is now a mainstream communication method, even in the business world. We have had more and more clients asking us to text information or reminders for appointments. While we’d love to say “Sure! Absolutely!”, we can’t. The investment industry is one of the most regulated industries in the U.S. We have strict guidelines to follow in order to stay compliant with industry rules. Currently one of those rules is you can’t text your clients. We hope in the near future, the systems needed to make texting clients in a compliant manner possible will be developed. But until then, we will continue to keep in touch through phone calls, email, and regular mail.
