Personal financial advisors play an important role in helping people plan for the future, and their clients need to feel confident that they can always get ahold of their advisor whenever they need something. Landline texting opens up a direct line of communication between personal financial advisors and their clients so it’s always easy to get in touch.
The coronavirus pandemic led to economic uncertainty for families throughout the U.S. and Canada, making it more important than ever for personal financial advisors to be responsive and plugged in to what their clients need.
A business texting service for personal financial advisors makes it possible for clients to text your business’s main phone number at any time. You and your employees can monitor incoming and outgoing text messages from work or home by logging on to the messaging online or mobile dashboard.
What is landline texting?
For years business professionals relied on their landline telephones to communicate with clients when they couldn’t see them in person. Then, that changed as email caught on and became a popular business communication tool. However, today’s consumers now prefer a new form of communication – text messaging. Texting is fast and simple, requiring very little effort and time to get in touch with someone directly.
However, traditional landline telephones are not equipped to send and receive text messages. That’s why businesses turn to texting service providers like Text My Main Number to optimize their business’s landline phone number so it can be used to send and receive SMS messages and images.
Text My Main Number is an experienced business texting service provider that has helped professionals successfully implement landline texting to streamline workplace communication and optimize productivity.
Here are 5 ways financial advisors can use landline texting
Send automatic appointment and deadline reminders via text message
Stay on top of your busy schedule by automating many of your day-to-day office tasks with landline texting.
Instead of spending time each day calling and emailing clients to remind them about appointments and important deadlines, you can send a quick message straight to their mobile phones. Scheduled text messages make it easy to write texts ahead of time and schedule them to send on a certain day at a certain time.
In fact, 55% of respondents to a recent survey said they preferred to receive appointment reminders via SMS and only 35% of respondents said they preferred email. Plus, text messages are more likely to be read than email messages are, likely because email inboxes have become a dumping ground for useless messages and spam.
Answer frequent financial questions and provide advice with pre-written text message templates
Personal financial advisors get a lot of the same questions each day. With landline texting, financial advisors can draft responses in anticipation of these common questions so you always have an answer ready to send. You can even create messages with links to important financial forms and documents so you can quickly locate and send financial papers straight to your clients’ mobile devices.
If you serve clients in a specific niche, you can also use a business texting service for personal financial advisors to send regular financial tips and advice that your clients will find interesting.
A business texting service for personal financial advisors helps cut down on paper use and support a digital workplace
Personal financial advisors may already know that one sheet of paper costs about a penny. However, the environmental cost of paper use and production are much higher.
According to research by Statista, the pulp and paper industry is the fifth-largest consumer of energy in the world, yet about 45% of pages printed in offices eventually end up in the trash.
Texting is just one of the many ways businesses can cut down on their use of paper and help the environment. You can use text messages to send links to important documents, send out promotional materials for your business, and even thoughtful thank you notes to clients. Plus, with more and more workers operating remotely due to the COVID-19 pandemic, people have learned to rely less on physical paper and take advantage of digital tools.
Keep complete and accurate records of conversations with clients with landline texting
Landline texting doesn’t just make communication fast, it also keeps it accurate.
Conversations held via text message are recorded in real-time and saved on both your device and your client’s. If there’s ever a dispute or confusion over a business matter, you and your clients can refer to their previous text messages.
You can also automate your text messages to forward to your email address so your messages are backed up on multiple platforms.
Stay organized with separate messaging platforms for business and personal text messages
Even the best personal financial advisors need to take breaks from work to recharge. With a business texting service, you can keep your personal and business text messages separate from each other, but still easily accessible.
Since clients and colleagues can text your business or office phone number, you won’t have to see business messages pop up within in your personal texts after work. If you want to check your business messages, simply use the mobile or desktop messaging dashboard on your mobile device or computer.
How to get started with landline texting
If you want to merge your phone service with text messaging, reach out to a trusted and qualified business texting service provider to discuss your options today.
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