Robert Sofia here, CEO of Snappy Kraken. Meaningful relationships have always been built on conversations, and these days, conversations happen through text messaging more than anywhere else. Trust is built when you know you can reach someone immediately, wherever they are. There's something magical about the comfort and casualness of mobile conversations. That's what texting is all about.
But most financial advisers haven't significantly incorporated this powerful medium for communicating into their business. Some worry about the compliance implications of texting people. Others resort to email, which wasn't designed for two-way messaging.
Maintaining ongoing, meaningful conversations — the heart of strong relationships — can be a struggle, relegated only to the moments when you happen to be on a phone call or in a meeting with someone.
If you have struggled to make texting work for you in your business, or if you haven't gotten around to it yet, the perceived quality of your client service could be threatened.
Over 68% of consumers text more than they talk on their smartphones. On average, Americans spend 26 minutes per day texting compared to 21 minutes per day calling.
To me, those statistics are staggering! The bottom line for financial advisers is this: If your clients and prospects can't text you, they'll text somebody else.
We're here to help you make sure that doesn't happen!
Convos is a texting platform built just for you: the processes, compliance standards, financial content, and services that fuel the greatest advisory conversations on the planet, and we're opening it up for you to use on the Web and on your phone.