Nov '23 • AdvisorTech
Looking for a cooler alternative to Redtail Speak or MyRepChat?
Look no further than CurrentClient by
In this demo, he discusses:
- Automating texts to go out to all your clients on their birthday
- Texting monthly short surveys based on your annual service calendar
- Recording and texting a personalized Loom video to one or many clients
- Setting up and running text campaigns
- And more...
Check it out:
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Looking for a cooler alternative to Redtail Speak or MyRepChat?
skool.com/ria-os
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