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For Clients Expecting 5-Star Service, Exceptional Communications Is Not Enough—Proactive Communication Is the New Standard

Don Connelly & Associates

Top financial advisors understand that superior client communications are paramount to building a successful practice. That is supported by a widely published survey by Financial Advisor Magazine, revealing that 72% of clients cite poor client communications as the number one reason they leave their financial advisor.

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5 Must-Follow Copywriting Rules to Elevate Your Communications

FMG

According to Financial Advisor Magazine, poor communication is the number one reason clients leave their financial advisor. And during times of volatility, timely and effective communication is doubly important. Going too quickly can often result in poor quality, which can be almost just as bad as never communicating. .

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Building rapport remotely

Million Dollar Round Table (MDRT)

It’s a great way to communicate your message, and you’re killing it.’” This was excerpted from the March/April 2023 Round the Table magazine article, “ Building rapport remotely.” John, British Columbia, Canada. Takeaway: Not all remote connections have to happen in the same virtual space.

Clients 98
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Unlock Success with a Financial Marketing Consultant

Midstream Marketing

Great Communication and Teamwork Skills: Good communication and teamwork are key for a strong consultant-client relationship. Choose a consultant who values clear communication. They read industry magazines, go to conferences, and join development programs. It is important they show data that confirms real results.

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TEDxWilmington | Finding Healing and Purpose Through Service

Brown Advisory

In 2013 Elle Magazine named her as one of the 10 Most Influential Women in Washington, D.C., she has continued to work with Elle Magazine as part of their forum to communicate current women’s issues and initiatives. She is an active member of the Young President Organization.

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Advisors Share 5 Ideas to Make Onboarding More Inclusive

eMoney Advisor

This could be as simple as asking whether there is anything they want you to know about their pronouns and name in your meeting request form so it’s easy for them to communicate how they want to be recognized. “I

CFP 85
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How Much Does The Average Wedding Cost?

Clever Girl Finance

Before you subscribe to bridal magazines, schedule venue tours, or book a dress shopping appointment, know what you can spend before you spend it. Here are a few tips to help you stay focused on your goals while paying for a wedding: Communicate with your partner. Remember, communication is key. Determine who is paying for what.