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Annual reviews are the backbone of client relationships, but coordinating them shouldn’t eat up your valuable time. Financial advisors are discovering that compliant texting platforms like MyRepChat can cut down review preparation time while improving client engagement.
Here are 5 simple ways financial advisors can use texting to streamline annual reviews:
1. Schedule Reviews
Turn hours of phone tag into minutes of efficient scheduling. Send a text blast with your calendar link and watch appointments fill automatically. Clients love choosing times that work for them, and you’ll love the hours saved on coordination.
2. Pre-Review Questionnaires
Text a quick questionnaire before meetings to uncover what really matters to your clients. This simple step helps you customize each review and demonstrate deep understanding of their needs. Focus on solving their actual concerns instead of generic updates.
3. Document Requests
Replace endless email chains with one simple text containing secure upload links. Internal data shows clients typically return documents within 5 minutes when requested via text – dramatically faster than traditional methods (MyRepChat Internal Data, 2024).
4. Quick Updates
Not every client needs a full review. Quick text check-ins keep relationships strong while respecting everyone’s time. Share brief market updates or check on specific goals without scheduling full meetings.
5. Follow-up Reminders
After reviews, send clear, actionable text reminders that keep clients moving forward on their financial goals. Track which items need attention and gently nudge progress.
Why Text?
Texting transforms client interactions into seamless experiences while saving you valuable time. Using it to streamline your review process meets modern client expectations and delivers the efficient service they value.