SMS Consent Request

<<First Name>>, thanks for your time today. Before we hop off I just want to confirm that it’s okay to send you via SMS text follow-up information about our services, confirm our meetings, updates about financial services/strategies our advisors believe are relevant for you, and requests for certain info we need from you in the event we work together? These messages will only be sent between 9a and 8p in your time zone. 

I assure you that your contact information and personal data will be treated with utmost confidentiality and will only be used for the stated purposes. If you prefer to receive updates and communications via email or phone calls rather than SMS text, please feel free to let me know, and we’ll be happy to accommodate your communication preference

You can easily choose to opt-out at any time by replying with the word ‘STOP.’ Upon receiving your message, we will promptly respond with a confirmation: ‘You have successfully opted out. To resubscribe, reply with ‘START’.’ Do you have any inquiries regarding our privacy policy, the types of SMS text communications you may receive, or the process of opting out and resubscribing?

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