In this byline for FA Magazine, FMG Chief Marketing and Experience Officer Susan Theder makes the case for combining email and business texting as complementary tools in an advisor’s client communication strategy.
Rather than treating the two channels as interchangeable, Theder draws a clear distinction: email carries content strategy with market commentary, newsletters, and planning guides, while texting handles the time-sensitive, moment-to-moment touchpoints that clients increasingly expect from every service provider in their lives.
The piece also addresses compliance concerns head-on, noting that purpose-built platforms like FMG’s MyRepChat tool integrate with existing CRMs and provide the message retention and audit trails required for regulated industries, making the addition of texting more straightforward than most advisors expect.
