Nov 20, 2020
Geoff Severson speaks with Ron Ota, a Financial Professional from Honolulu, HI, about how MyRepChat has given a new angle on his business after 25 years. Using compliance texting has been overwhelmingly accepted by his clients.
Sep 24, 2020
In this episode, Technology Solutions Consultant Jonathan Belair from Advisor Group discusses the effects of eSignature with three Financial Professionals from different offices to gain their insight and perspectives. Learn how to streamline your efforts leading to a faster office.
Sep 18, 2020
Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat.
MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or...
Aug 11, 2020
In this episode, we speak with John Stumpf, a Technology Solutions Consultant from Advisor Group. With over 25 years experience working in financial services, he shares best practices in measuring your business and timing your move to a Customer Relationship Management (CRM) tool.