Jan 18 2018 4:15PM
Better Communications, Better Client Outcomes
The relation between client communications and client outcomes is understood by financial planning professionals. Establishing trust, understanding client’s goals, setting expectations (client and planner), and updating/adjusting the financial plan that responds or even anticipates life events are based on the quality, frequency, style, content, and methods of communication techniques employed by the financial planner and their clients.
Just as each financial plan is specific to the client, financial planners need to develop and employ communication strategies that can lead to better client outcomes, heightening the client service experience and focuses on the importance of communication and process to set expectations and improve client retention.
The session helps Financial Professionals gain understanding of how to implement communication strategies to maximize your time and increase client engagement. The benefits to the client include a more individualized approach that meets their needs in less time. The advisor will have a better understanding of how to connect with the client and prioritize the information shared for each client in a timelier manner.