Trust is foundational for a successful relationship between a financial professional and his or her prospects and clients.
Face-to-face discussions help create this foundation, but in situations where communication needs to be direct and personal, texting wins. When it comes to delivering quick responses and a personalized experience—on a channel that clients prefer—texting is table stakes. But getting an enterprise program off the ground can feel daunting. Use these four steps to build your program's success.