Communication Styles and Business Growth

Nelson, Christina
September 2010
Journal of Financial Planning;Sep2010, Vol. 23 Issue 9, p8
Academic Journal
The article looks at the results from a survey of 470 financial advisers conducted by Financial Planning Association (FPA) Research Center by analyzing the elements of communication that financial planners can use to effectively build strong relationships with clients and ensure business growth. Findings reveal a high number of advisers claiming greater success when they spend 30-34 hours a week to communicate or meet with their clients. Additionally, social media and group functions stand out as the two communication methods that are most frequently used by financial planners to reach out clients. Futhermore, 90 percent of advisers report that they reach out their clients to provide updates on their investments.


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