SMS (Texting) is a tool financial advisors can no longer ignore or avoid—even though most still do! The appeal of texting lies in its immediacy and simplicity. Advisors need to adopt SMS into their communications strategy simply because every generation is now regularly texting. Most significantly for our industry, the open rate of text messages far exceeds that of email.
Social Security and Medicare planning are critical for your clients in or nearing retirement. Even the wealthier names in your book will have been interested in the Social Security Administration’s 8.7% increase in the Cost-of-Living Allowance (COLA).
You have seen the local map and location listings that display when you Google the name of a business (see image above). You can easily get your own business listing on the Google Local Business listing display for your location. Google My Business gives you free exposure and improves your ability to compete locally by attracting prospects with intent. People who are searching “financial advisors near me” or “retirement planning in Tucson” will be in your local market and have a specific need.
Why pay for it? Why risk it?
