On this byline for FA Journal, FMG Chief Advertising and marketing and Expertise Officer Susan Theder makes the case for combining e-mail and enterprise texting as complementary instruments in an advisor’s consumer communication technique.
Reasonably than treating the 2 channels as interchangeable, Theder attracts a transparent distinction: e-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 considerations head-on, noting that purpose-built platforms like FMG’s MyRepChat device combine with present CRMs and supply the message retention and audit trails required for regulated industries, making the addition of texting extra easy than most advisors count on.
The submit A Two-Channel Technique appeared first on FMG.
