Communications should start with general topics before focusing on specifics. Advisors should also ensure they are available to speak with clients when markets decline.
Estimated reading time: 0 minutes, 18 seconds
Advisors’ ability to educate investors and clearly communicate their beliefs is essential to retaining clients, maintains Harold Evensky, president of Evensky & Katz/Foldes Financial. So reports Financial Planning.
Communications should start with general topics before focusing on specifics. Advisors should also ensure they are available to speak with clients when markets decline.