The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

160: How To Do a Client Communications Audit to Make Clients Feel Valued

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Effective Client Communication in Financial Planning

This chapter explores the importance of client communication in financial planning businesses and offers various methods for effective communication, including emails, phone calls, and utilizing different communication styles. It also discusses the onboarding process and the significance of establishing a letdown period after clients commit to a long-term relationship. The chapter concludes with tips for organizing communication strategies in a row-column format.

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