22 - Dispensing The Vitamin C
TRAP: The Real Adviser Podcast
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The Importance of Communication in Financial Planning
Three of the four most highly cited reasons for a client leaving an advisor were communication related. The email inbox is kind of sacred, whether it's Gmail or a business account. Everyone has read stuff on social media nowadays. A lot of clients are on LinkedIn and also have their own Twitter accounts. But we do do bespoke one to one advice because everyone is online nowadays.
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