Why Process Is Critical to Client Communications

Historically client communication has revolved around meetings an advisor plans with clients. Face-to-face meetings are essential, especially early in a relationship. But over time the value of these meetings diminishes. That’s when "asynchronous" communication—like email, text, or direct messages—becomes more important.

On this episode of Elementality, Reese and Chad examine how using a process to deliver asynchronous messages builds value and increases the trust clients have in their advisor.