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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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10 Thanksgiving Day Reads

The Big Picture

Washington Post ) • Fast food is too expensive for its core customer and not expensive enough for the customer it wants : How a communication crisis around value risks making the entire sector a limited-time offering. His research focuses on cultural influences on styles of cognition, communication & collaboration.

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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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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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3 Ways to Weave Gratitude into Your Financial Planning Practice

eMoney Advisor

You can remind them of the mission they communicated to you and their touchstones of gratitude, then discuss whether the decision connects to those or not. #3 ” Greater Good Magazine , November 10, 2010. ” Greater Good Magazine , June, 2017. 3 Use Gratitude to Lift Your Spirits. Sources: 1. Emmons, Robert.

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March Newsletter: Comma or colon before a quotation?

Investment Writing

How AI affects evaluating student performance With generative AI making it easier for everyone to write exam answers and essays, the role of written communications will become less important in academia, according to “ AI in the Academy: Cautious embrace of a new technology ” in Harvard Magazine.