TITLE

Best Practices in Planner-Client Communication

AUTHOR(S)
Anderson, Carol
PUB. DATE
November 2010
SOURCE
Journal of Financial Planning;Nov/Dec2010 Practice Management, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the best practices in planner-client communication. It notes that financial planners think of their communication practices and assess whether or not change is necessary by knowing what their peers do. Electronic mail (e-mail), telephone, and face-to-face meetings are the top communication options. The use of client newsletters is closely associated to the discussion of paper versus electronic forms of communication. Meanwhile, the decreasing use of posted letter/mail which is directly related to the increasing use of e-mail.
ACCESSION #
55414512

 

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