How To Achieve Better Results With Improved Client Communication
YCharts CEO Sean Brown joins Jay Coulter to share the results of a very revealing study they conducted on client communications. They also discuss a Financial Advisor Communications Framework that the YCharts team has developed.
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The three major insights from the study.
- Your clients do not feel engaged.
- Your clients want personalized communications.
- Your success can be directly impacted by your communications strategy.
What can be done about it?
- Commit to a cadence.
- Create new touchpoints and opportunities.
- Serve some clients champagne, others sparkling water.
- Hone in on understanding your clients and their goals.
Connect With Sean & YCharts
Sean’s LinkedIn: https://www.linkedin.com/in/sean-brown-6266673/
Sean’s Twitter: https://twitter.com/Sean_YCharts
YCharts LinkedIn: https://www.linkedin.com/company/ycharts/
YCharts Twitter: https://twitter.com/YCharts