On this byline for FA Journal, FMG Chief Advertising and Expertise Officer Susan Theder makes the case for combining electronic mail and enterprise texting as complementary instruments in an advisor’s shopper communication technique.
Quite than treating the 2 channels as interchangeable, Theder attracts a transparent distinction: electronic mail carries content material technique with market commentary, newsletters, and planning guides, whereas texting handles the time-sensitive, moment-to-moment touchpoints that purchasers more and more count on from each service supplier of their lives.
The piece additionally addresses compliance issues head-on, noting that purpose-built platforms like FMG’s MyRepChat device combine with current CRMs and supply the message retention and audit trails required for regulated industries, making the addition of texting extra simple than most advisors count on.
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