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

MyRepChat Helps You Win

MyRepChat was created by a Financial Advisor and Registered Principal to fill a void in communication that existed in the financial services industry. After I created it for myself, I soon recognized that MyRepChat could also help the entire industry. MyRepChat has gone head to head with larger firms that also are recognizing the use … Read more

How to Utilize Text Messaging in Your Financial Practice

How to Utilize Text Messaging in Your Financial Practice Webinar, May 24th. (1 CE credit) The reality for Financial Advisors is that clients want to text us, and many already do. Financial Advisors who want to stay compliant refuse to respond to a clients’ text message; however, many Financial Advisors take the risk and communicate … Read more