6 Strategies for Proactive Client Communications

Komoszewski, Jim
July 2009
Journal of Financial Planning;Jul2009 Solutions, p22
Academic Journal
The article presents the six strategies for proactive clients communications in financial planning management in the U.S. It focuses few simple guidelines to establish an effective client communication plan with minimal effort. These techniques are presented to assist financial planners in communicating with their clients, to avoid complaints on the lack of communication from financial advisers. Specifically, among the strategies featured by the author for an active client communication include the need to build a client segmentation process, to determine how to assign tasks and to expand the plan beyond existing clients.


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