When it comes to your communication approach, are you losing or retaining clients? The way advisors connect with clients has changed dramatically since the pandemic, so it’s important that you’re keeping up!
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Give your marketing a leg up by discovering the biggest marketing predictions in the coming year. This is one you don’t want to miss!
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We took flight with YCharts to chat about the best ways to navigate, communicate and stay ahead of all the bumps and turns of the market. And being in a bear market, there is no better time to ensure you’re staying ahead of your clients’ questions and concerns as we navigate market volatility. With more engagement, you set more confidence in your clients’ minds. And a financial plan that is paired with effective communication is much stronger than one lacking communication skills.