I work for an investment firm in Indiana. We use Redtail Technology for our CRM. Redtail has a feature – Redtail Speak – that offers text-to-client communication.

I am creating a flyer for clients to understand how it works, but I feel like I’m recreating a wheel. I want something that a financial advisor can give to a client so the client knows how it works, that it is safe/secure and any other important detail.

Has anyone created a flyer to explain texting-to-clients? It doesn’t have to be for an investment firm… I’m just looking for ideas on information to include.