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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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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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The Lobbying ‘Tell’

Inside Information

This is the time of year when the various industry magazines come out with their broker-dealer surveys, listing the ‘top’ BD rankings based on total revenues or the number of ‘producing’ reps. The compliance people have to pre-approve their communications. A national advisory firm presumably wouldn’t have those restrictions.

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Transcript: Brian Higgins, King Street

The Big Picture

And so there was a number of less liquid markets that made for quite wide spreads. And so there was certainly a number of different movements, but there was certainly downside of these things. And you know, I think ultimately there was a number of opportunities that came out. And so we have a number of business lines.

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Doing Less and Getting More from Content Marketing

MazumaBusinessAccounting

Maybe you want to know the total number of social media accounts each competing company uses and the number of followers on each account. Are they spending any money creating printed content, such as flyers or magazines? Is your business communicating professionally? Lightheartedly?

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Doing Less and Getting More from Content Marketing

MazumaBusinessAccounting

Maybe you want to know the total number of social media accounts each competing company uses and the number of followers on each account. Are they spending any money creating printed content, such as flyers or magazines? Is your business communicating professionally? Lightheartedly?