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.
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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