Lynn McIntire knows that many of the messages she sends to her firm’s 115 clients don’t get read, and she blames current security measures for the gap.

"If multiple steps are required to open a document and especially if a username and password must be created, then I almost always know that my clients will not ever see what I am attempting to deliver,” concedes McIntire, a principal with Raymond James Financial Services and co-owner of Cadent Capital in Dallas.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access