CONSUMER DEMOGRAPHICS: Planner-Client Communication: Driving Satisfaction, Longevity, and Referrals Through Your Communications

King, Rebecca
September 2009
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, Special section p1
Academic Journal
The article presents a study on planner-client communication conducted by newspaper "USA Today" and Financial Planning Association (FPA) Research Center in the U.S. It notes that the study signifies that communication enhances client's satisfaction and augments the probability that they will continue collaborating with their planner and mention their planner to others. It mentions that integrating financial literacy information during communication with clients can enhance client satisfaction and increase the probability of retaining their business and gaining referrals. It highlights the key findings of the survey which gives planners insights in adjusting one's communication strategy.


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