Best Practices in Planner-Client Communication

Anderson, Carol
November 2010
Journal of Financial Planning;Nov/Dec2010 Practice Management, p8
Academic Journal
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.


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