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
MyRepChat has created partnerships with professional organizations in the Financial Services industry to continue to provide the #1 communication platform for Financial Planners enabling them to text clients. To see if you belong to one of our partners and to find out more about MyRepChat, check out our Partnership Page. MyRepChat is the only solution … Read more
MyRepChat can now enable someones existing office phone number to receive text messages through the MyRepChat system. Phone calls work the same way they always have, with the same phone provider; however, clients can now send text messages to that number and those will feed through the #1 communication platform for financial advisors, MyRepChat. MyRepChat … Read more
If you, or your firm are represented at this weeks FINRA Conference, you will no doubt hear about the need to have a policy in place to capture, review, and retain text messages. You will also no doubt meet a couple large firms that hope you choose them for this service in addition to other … Read more
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 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