Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Whether confirming appointments or updating them about market activity, texting offers speed, relevance, and impact.
Below, you’ll find proven templates, expert tips, and a breakdown of best practices to help you use texting as a strategic tool – not just a quick reply channel.
Texting for Financial Advisors
Texting for financial advisors is more than a time-saver. It’s a trust-building channel. Clients expect quick, personalized updates without having to wade through emails. By following a structure, respecting timing, and using tested templates, advisors can boost client retention, deliver a great onboarding experience, make client meetings more efficient, and grow their practice.
Client Onboarding Templates That Set the Tone
Welcome Message
“Hi [Client Name]! Welcome to [Firm Name]. I’m excited to work with you. Your next step is completing the attached forms by [Date]. Text me with any questions – I typically respond within 30 minutes during business hours.”
This simple message makes a strong first impression. It communicates readiness, clarity, and accessibility.
Document Request Follow-up
“Hi [Client Name], just checking in on those documents we discussed. The secure link expires in 3 days: [Link]. Let me know if you need help accessing it!”
Timely nudges reduce onboarding delays and avoid awkward email chases.
Meeting Confirmation
“Hi [Client Name], confirming our meeting tomorrow at [Time] at [Location]. Here’s the calendar link with all details: [Link]. Reply CONFIRM to verify or let me know if you need to reschedule.”
Using text for financial advisor meeting confirmations slashes no-show rates.
Relationship Management Templates That Keep Clients Engaged
Birthday/Anniversary Touchpoint
“Happy birthday, [Client Name]! Hope you have a wonderful day. Looking forward to our quarterly review next month to discuss your portfolio performance.”
This shows attention to detail and makes clients feel remembered.
Market Update Notification
“Hi [Client Name], wanted to give you a quick heads up about today’s market activity. Your portfolio is performing as expected. Full details in your monthly report coming Friday. Any questions?”
Addressing market jitters early builds trust.
Review Meeting Reminder
“Hi [Client Name], your quarterly review is coming up on [Date]. I’ll be sharing your portfolio performance and discussing your goals for next quarter. Anything specific you’d like to cover?”
This message invites participation, not just attendance.
Business Development Templates That Open Doors
Referral Request
“Hi [Client Name], glad to hear your friend is looking for financial guidance. I’d love to help them like I’ve helped you. Can you introduce us via text or email? I’ll take great care of them.”
Financial advisors are much more likely to get referrals by asking clearly and confidently – try this text.
Event Invitation Follow-up
“Hi [Client Name], thanks for your interest in our retirement planning workshop. Here’s your registration link: [Link]. The event is [Date] at [Time]. Looking forward to seeing you there!”
Texting improves RSVP rates by cutting through inbox clutter.
New Service Introduction
“Hi [Client Name], we’re now offering tax planning services that could save you significantly next year. Based on your situation, this might be perfect for you. Can we schedule 15 minutes to discuss?”
Simple and relevant makes the difference.
Crisis Communication Templates That Reassure and Retain
Market Volatility Reassurance
“Hi [Client Name], I know today’s market news might be concerning. I’m monitoring everything closely and will call you if any action is needed.”
Clients don’t want silence during downturns.
Emergency Contact Protocol
“Hi [Client Name], I’m reaching out to all clients due to [Situation]. Your accounts are secure and I’m available for questions. I’ll send updates as needed. You can reach me anytime at this number.”
Proactive text communication from financial advisors builds confidence.
Service Disruption Update
“Hi [Client Name], our office systems are temporarily down but will be restored by [Time]. I can still help you via text or phone. Thanks for your patience – I’ll update you when everything’s back to normal.”
Speed and transparency go a long way here.
How Financial Advisors Write Professional Text Messages
Financial advisors should write text messages with clarity. Skip abbreviations and slang. Use clients’ first names and keep messages focused on one action or idea. Always include a point of contact or next step.
Texting as a Communication Tool
Texting is one of the most powerful communication tools available to financial advisors today. When done correctly – with clear templates, timely delivery, and a professional tone – it builds stronger relationships and drives measurable results. Whether you’re confirming a meeting or calming market fears, these messages help you stay top-of-mind and trusted.
Ready to revolutionize your client communication?
Explore our suite of marketing services – from MyRepChat to our Do It For Me marketing program – to discover even more ways FMG can help transform your practice.
Explore NowFAQs
How do financial advisors ensure professional tone in text messages?
Use pre-approved templates and avoid casual expressions. Stick to clear, friendly, and concise language that mirrors your email tone.
How do advisors track return on investment?
Track meeting attendance, time saved, client satisfaction, and new business wins. Look for trends in referral conversions and engagement spikes after outreach.
What happens if an advisor changes texting platforms later?
Choose platforms with data export and archiving features. Test transitions and notify clients ahead of any switch.
How often should financial advisors text clients?
Stick to one to two times per month unless more is needed for updates or events. Keep value high and messages short.
Can texting replace emails entirely?
No. Texting supports email, but regulatory details and long-form content should remain in email format.
Are there tools that automate this?
Yes. Look into platforms like MyRepChat that integrate with CRM tools and offer compliant messaging.
