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Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program

As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level

Pre-written templates can help you deliver consistent, cohesive messages

Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations

These digital communication strategies can help draw more clients to your business in 2017

Clients want to hear from you more than you might think — and not only about their investments

Advice needed on retirement income strategies, report finds

In order for a discussion to be useful, it must have a structure

Is your communication program up to snuff?

Yearend is a good time to review your strategy and ensure your messages are resonating with clients

There’s lots you can do to strengthen your bond with your clients

Telling stories to win clients

Relating experiences about yourself, your values and other clients can help you build trust