Arlene Donley Moss (she/her/hers) gets the importance of protecting your client's privacy. 🔓 ☕ While it may be obvious not to discuss financial plans in a public coffee shop, the importance of digital privacy is equally significant but often less apparent. At Presults, we safely and securely archive client communications to ensure the safety of your client's information and to maintain their trust. #FinancialAdvisors #ClientArchiving #AdvisorTech
I've said it before, but it needs to be repeated. Do. Not. Present. Financial. Plans. In. Coffee. Shops. Your clients deserve privacy! Also, my phone is very sweet and doesn't swear. 😂
