Time for a Contingency Communication Plan

Hulett, Kirk
January 2009
Journal of Financial Planning;Jan/Feb2009 Practice Management, p9
Academic Journal
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.


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