Text message giving to Haiti as a client conversation opportunity
Talking to clients about text message giving may seem like an odd thing to do. Consider, however, that according the study “Signals on Mobile Philanthropy: Is Haiti the Tipping Point?” estimates that over 6.5 million people have given in this way in the last seven weeks alone. The study also noted that over 77% of people surveyed had at least heard of giving in this way even if they didn’t give this way personally.
So why talk about it?
- Build rapport with tech-savvy and younger clients. Gen Y clients and younger in particular “live” on the web, conduct business on the web, and the like. Showing some trend awareness can build confidence that you understand them, their needs, and interests.
- Initiate conversations about socially responsible investing. Talking about the topic can be an entre into a discussion about whether or not a client is interested in this form of investing.
- Planned giving conversations with older clients. Even clients who aren’t likely to give in this manner may well be aware of the phenomenon. For them it can open the door to talking about what they want their legacy to look like and what planned giving options they want included in their retirement and estate planning.
- Client communication conversations for any age client. As email, smartphone, and web usage continues to expand, the options for communicating with clients expand in kind. Talking about text message giving can be a great way to understand how to customize the vehicle(s) and timing of your client communications.
Whether your practice is on the leading edge of social media usage or just interested staying informed, social media awareness will continue to offer opportunities for maintaining and deepening client relationships for the savvy advisor.
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