How To Achieve Better Results With Improved Client Communication

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Resilient Advisor

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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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Topics Discussed:
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.
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