Blog
ChatGPT scanning your business text message, not with MyRepChat.
Most people know I was an advisor before choosing to create a messaging tool built specifically for advisors. It’s this perspective that I use each
Five Reasons Why Clients Fire Their Financial Advisor
Clients firing their financial advisors is a common phenomenon in the finance industry. While there could be various reasons for clients to terminate their relationship
Strengthening Relationships in the Robo-Advisor Era
As much of the industry shifts to robo-advisors, there is still a largeswath of clients, especially wealthier clients, who still prefer having aone-on-one personal relationship
Disciplinary Actions include the use of Texting
The Following Disciplinary Actions were taken by FINRA in 2019 that included the use of texting: Dennis Allen Hayes (CRD #4403550, Charlotte, North Carolina) March
FINRA’s Exam Priorities, 2020
Once again, FINRA has made it very clear that organizations must have a solution in place for capturing and archiving text messages. It is no
MyRepChat and Veritas
Does your firm archive data with Veritas? If so, you’ll be happy to know that MyRepChat integrates with Veritas to enable you to archive your
MyRepChat + MarketingPro
MarketingPro provides the industry’s finest library of prewritten content. Thousands of messages to choose from, with new content added weekly (often, daily!) Now this content
What’s more important, the size of a company or the quality of service they provide?
It’s a question every small business owner has to answer regularly: “How can you provide me with value when your company is this size?” As