If the pandemic has shown us anything in regard to work, it’s perhaps the need to be more flexible. There’s a good chance you and your clients have been working exclusively from home and communicating at times via video conference, a state of affairs that was likely inconceivable to many of you just a few short months ago. Adding texting as a means of client communication likely doesn’t seem as steep a hill to climb now that you’ve seen how quickly both you and your clients can adapt. And, as Zoom fatigue has begun to set in for many, in those situations where a “face-to-face” isn’t required, texting is easily the most efficient means for those informal client touches where you might just want to offer a friendly, “Hi, how are you holding up?”.
While traditional communication channels will still be appropriate for many types of client interactions, leveraging texting can help you alleviate margin pressures, connect more efficiently with your clients, and provide quick reassurances when needed. Streamlined communications will also allow you to increase your availability and scale your practice more effectively. In a time when your client interactions are likely spiking, the case for adding texting to your communication options is perhaps more readily apparent than it has ever been.
Dusty Russell is a relationship manager at Sacramento, Calif.-based Redtail, a client relationship management platform for the financial industry.