PRACTICE TRENDS: Planner Communication Styles and Their Benefits

Nelson, Christina
December 2009
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p5
Academic Journal
The article presents a survey study which explores the communication styles and its benefits towards the financial planners in the U.S. Survey revealed that most financial planners chose the telephone, face-to-face approach and by electronic mail (e-mail) in communicating with their clients. It adds that planners prefers to apply communications that address their clients by name. It also discusses the distinct elements of communication styles which include the method, reason, content and personalization. Additional information on the survey conducted by the Financial Planning Association Research Center is also provided.


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