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 with their financial advisors, there are a few common reasons that stand out. In this blog post, we’ll explore the most common reasons why clients fire their financial advisors and … Read more

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 with their human advisor. Keeping theseclients engaged while still running an efficient and compliant practice is oneof the biggest challenges many advisors face.Clients want a personal relationship with a trusted … Read more

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 22, 2019 – An Offer of Settlement was issued in which Hayes was barred from association with any FINRA member in all capacities. Without admitting or denying the allegations, Hayes … Read more

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 longer acceptable to simply state that your firm does not allow text messaging.  They know advisors and clients are texting, and they expect organizations to acknowledge such by having a … Read more

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 Text Messages as well and take advantage of your existing e-discovery interface. Schedule Demo Below  If none of the days or times below work for you, please email us … Read more

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 is right at your fingertips within the MyRepChat Application.

Read more

Who really wins with bundled services?

These days it seems like most of your service providers are attempting to gain more of your business by offering you the opportunity to bundle. That’s right, they are bending over backwards to make you, the customer happy, by allowing you the opportunity to bundle. When you put it like that, maybe it’s not a … Read more