TITLE

Time for a Contingency Communication Plan

AUTHOR(S)
Hulett, Kirk
PUB. DATE
January 2009
SOURCE
Journal of Financial Planning;Jan/Feb2009 Practice Management, p9
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses contingency communication planning for financial planners. When crises such as earthquakes or severe market volatility strike, it is crucial for planners to say in touch with their clients. Planners should segment their clients according to appropriate criteria and establish a communication schedule for each segment. Email, letters, conference calls, and podcasts can all be used to advantage.
ACCESSION #
36321861

 

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