No, I won’t text you and you cannot text me.

I started in this business in 1983, since then, communication has changed drastically. Back then, if I was not available a pink message slip went into my slot on a message wheel kept by our receptionist. Now, I can take a call or answer an email from anywhere. You would never know if I was in my office or helping you from my gym. Calls can be forwarded to my cell or home phone just as easily as to my desk, and I can reply to an email from anywhere I have secure internet service. But don’t ask for my cell number, try to send me a text, or ask me to text you.
As you might think, my industry is a highly regulated one. There is a clear separation that I keep between my work devices and my personal devices. Here is the reason why:
Our firm’s written Supervisory Procedures (WSPs) prohibit texting, especially from personal devices. Such policies are in place to protect consumer, adviser and firm (and markets) by ensuring that all electronic communications are fully documented and available to discovery procedures in the event of a dispute or legal claim.
So please don’t be offended, I do want to talk to you, just not via text.

disclosures:http://www.hechteffect.net/?page_id=31