Smart Advisor helps advisors create, distribute and track regulatory and non-regulatory communications
Make frequent contact and focus on long-term goals
Whether you contact clients monthly or quarterly, make it about them, not you
It pays to be prepared for bad news from clients
Make conversations about issues such as wills and POAs routine
Keeping clients focused on their long-term plans can be challenging when the mainstream media are offering sensationalist economic news and conflicting messages. Financial advisors explain how they filter out the noise and keep clients on track
A paper note can make your message stand out
Not all clients absorb information in the same way. Young people respond well to emails and blogs, while many baby boomers are turned off by jargon. The key is knowing your clients and communicating in a way that resonates with them
Awkwardness is your worst enemy
Are you getting the most from your marketing tools? Use this checklist to target your message.