Conduct a Communication Audit

Hulett, Kirk J.
November 2007
Journal of Financial Planning;Nov/Dec2007 Supplement, p17
Academic Journal
The article discusses ways of improving communications with both employees and clients. Various means exist for keeping employees abreast of information they need to know, including employee manuals, printed job descriptions, training materials, and periodic meetings. Internal web sites are good places for posting less important material. Staying in touch with clients can likewise be achieved in assorted ways. Client welcome kits, regular emails, newsletters, and periodic phone calls can all facilitate a useful exchange of information.


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