Susan Theder
Susan Theder
ADVISOR MARKETING
Presents that a monthly newsletter simply cannot.
And if you’ re an advisor focused on retaining clients and getting referrals from them, that kind of presence is often what they mention when they describe what they value most about working with you.
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Easier To Add Than You’ d Expect
Some advisors, however, are wary of texting. Not because it doesn’ t work— but because they’ re worried about whether connecting with clients that way is tasteful, professional, within the bounds of legal compliance or generally worth the marketing setup.
Those are reasonable concerns. Yet the problems are also largely solved. Compliant business texting platforms have been built specifically for regulated industries. These platforms retain messages as required by regulation, allow workflows for companies to supervise communications, and offer audit trails. These are standard features, not add-ons. And your broker-dealer and RIA compliance teams already likely have such guardrails in place.
The other thing advisors often discover is that layering in business texting doesn’ t require rebuilding anything. Many platforms, including MyRepChat, integrate directly with your existing CRM and work from your existing office number, meaning multiple team members can manage incoming messages. That way, you get the accessibility of texting without any worry about regulatory risk. You can start with something simple— automated appointment reminders, for example— and expand from there as you get comfortable with the channel.
The Combination That Works
Those advisors getting the most out of their communications are using both email and texting, and being deliberate about which message belongs where.
That’ s a small but powerful shift in how you think about client communication. Showing up in the right place at the right moment is often what clients remember most.
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SUSAN THEDER is the chief marketing and experience officer at FMG.
18 | FINANCIAL ADVISOR MAGAZINE | MAY / JUNE 2026 WWW. FA-MAG. COM