For financial planners and financial advisors, your clients are looking to you to know what to expect.
Tag Archives | client communication
Time to Talk About Risk?
Financial advisors and financial planners should discuss risk is to make sure clients are well prepared for whatever may lie ahead. Here is a script to structure client conversations about risk.
Shape the Path
Do your website visitors know what’s next? If not, make it easy for them to follow the path you want them to follow.
Are You in the Wrong Line?
For financial advisors and financial planners, the 24-hour news cycle, your social media feed and even the conversations with your clients will shape your perception of what’s happening around you.
7 Steps to Take Back Your Inbox
Here are seven steps I recommend to financial advisors and financial planners for taking back your inbox.
Three Reasons to Number Your Points
Financial advisors and financial planners can improve their communication by numbering their points. Here are three reasons why it is so effective.
Discussing Politics as a Financial Advisor
Wondering how to discuss politics as a financial advisor or planner? Follow the 4-P’s of Punt, Prepare, Policy and Positive.
Don’t Leave Me Hanging
A three-step process for financial advisors and planners to ensure things don’t slip through cracks with service requests.
Context Matters
What can financial advisors and financial planners do to gather more context and stop assuming during your conversations?
Write it Down
Here are three ways financial advisors and financial planners can document client conversations and decisions through notes, letters and checklists.