The Quality Of Your Communications Are Tied To Your Growth [2:48]
- Top-performing firms are far more likely to have a documented marketing plan, an ideal client persona and a defined value proposition.
- According to a YCharts survey, almost 90% of all respondents, and more for higher net worth, said communication mattered to whether they retained their advisor.
- 47% of people wished their advisor talked to them more frequently.
- A similar percentage said their willingness to offer a referral depended on their communication style.
- Keeping an open line of communication helps to put your clients at ease and shows that you are a trustworthy advisor who cares about their well-being.