SMS Marketing for Financial Advisors

Use two-way SMS to schedule meetings, send reminders, share updates, and nurture long-term client relationships with automated campaigns.

Built for Financial Advisors

  • Send appointment confirmations, portfolio review reminders, and timely market alerts from your office line
  • Automate renewal reminders, birthday and milestone messages, and follow-ups to strengthen retention
  • Segment by client type, investment goals, or portfolio stage to deliver personalized communication
  • Connect web forms, CRM, and financial planning tools so records and conversations stay consistent

Launch SMS That Customers Actually Read

Clients want timely updates they can act on. SMS ensures your messages are delivered instantly, helping you confirm appointments, remind about renewals, and share important insights without relying on phone calls or email.

95%

of texts are read within 3 minutes

50%

of customers trust text more than other communication forms

30%

of consumers found text most helpful when considering a purchase

Everything You Need to Scale SMS

Campaigns and Keywords

Grow opt-in lists through seminars, events, and landing pages with keywords and QR codes. Send updates on financial planning sessions, market changes, or seasonal reminders, and track engagement with unique codes.

Reminders and After-Hours Auto-Replies

Reduce missed consultations with confirmations and reminders. After-hours auto-replies acknowledge new inquiries, request client details, and set expectations for when an advisor will respond.

Mobile App, Reporting, and Integrations

Advisors never miss a client message with the mobile app. Track responses, appointment bookings, and campaign performance, and sync all activity with your CRM or financial planning software.

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OUR BLOG

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

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  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

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  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

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  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

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Turn Texts Into Meetings, Renewals, and Retained Clients

FAQs About SMS Marketing for Financial Advisors

What can financial advisors do with SMS?
You can confirm and remind clients about meetings, send renewal notices, share educational updates, notify them about market changes, and follow up after consultations. SMS makes communication easier and builds stronger client relationships.
How quickly do clients respond to texts? +
Most texts are read within minutes, which helps ensure clients see urgent updates right away. Fast delivery improves attendance at meetings and ensures important deadlines are not missed.
Can we use our existing office number? +
Yes. You can text-enable your office line so clients can call or text the same number. Routing ensures the right advisor or assistant receives messages without using personal numbers.
How do after-hours auto-replies work? +
Auto-replies confirm receipt when your office is closed, request basic information such as client name and inquiry type, and let clients know when they will be contacted.
Can we segment messages and track results? +
Yes. Segment by investment goals, client type, or stage in the advisory process. Track engagement, attendance, renewals, and campaign impact to measure ROI.
Does this integrate with our CRM or financial planning tools? +
Textellent integrates with CRMs and planning platforms to sync client records, communication history, and activity. Web form submissions can trigger automatic SMS responses for new leads.
What about compliance and opt-in or opt-out? +
Clients opt in via forms, keywords, or QR codes, and every message includes opt-out instructions. STOP and HELP requests are processed automatically to ensure opt-in compliance.
Can we try Textellent for free? +
Yes. Financial advisors can start with a 14-day trial to test campaigns, reminders, and workflows before upgrading.