As social distancing continues, you may find that texting clients can be useful for maintaining relationships and increasing the speed of communication.
“Many of my clients view me as their personal CFO. A large part of that is being accessible to my clients quickly and at all times,” said Joss Biggins, an investment advisor with EthicInvest, a unit of Leede Jones Gable Inc. in Vancouver. “Texting allows me to do that with an added level of comfort from the client’s perspective.”
Biggins uses text messaging for casual and administrative communications that don’t require archiving or supervisory oversight. If something needs to be archived or documented, he requests an email or phone call from his clients.