Texting is the Way

Interesting. So, your older clients are happier with text than email?

Author

Joe Moss
November 10, 2023

In a recent Kitces podcast, Michael and Jon discuss how he’s using texting in his practice:

Michael: Okay. Very cool. Very cool. So, then what else happens in the world of trying to stay high-touch to clients?

Jon: …And I find a lot of clients don't love email, especially some older clients. That's not their thing. But clients of all ages seem to love to text, and I think it's great. We get this almost like a...

Michael: Interesting. So, your older clients are happier with text than email?

Jon: Absolutely, 100%.

As it happens, our next two AdvisorTech Demos are with text-centric solutions:

Save Time & Money Onboarding New Clients | OnBord

OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.

onbord.io

Text → Redtail → Docusign → Schwab

TODAY: We’re having a demo with OnBord to see their solution and what new features they’ve been working on.

Next Up: CurrentClient

Similar to how Michael and Jon were discussing, CurrentClient is a communication cockpit for your team to engage with prospects and clients in a modern, easy-to-use experience.

CurrentClient

You can text and call clients, find out what they need with surveys and educate better with video - in one delightful app

www.currentclient.com

Texts / Calls / Surveys / Videos

TUESDAY: We’re having a demo with CurrentClient to see their solution and what new features they’ve been working on.

And with that, I wish you all a Happy Friday and enjoy your weekend!

Warmly,

Joe

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