Frequent Contact, Plan Knowledge Can Help Advisers Earn Business
A YCharts survey studied how to attract and retain new clients, noting respondents’ preference for extensive communication.
Tag: client communications
Savers Want Better Financial Management. How Can Advisers Reach Them?
New research shows an opening for advisers to offer wealth management solutions to savers. An expert in adviser communications says...
Annuity Customer Satisfaction on the Decline
Customers are less satisfied with the cost of annuities and have a lower likelihood of purchasing another financial product.
Compliance News
Legislative and Judicial Actions
The DOL denies general support for private equity; the Supreme Court sends ‘Northwestern’ back to the appeals court; the PBGC...
Advisers Warming Slowly to Tech-Based Communications
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.
Practice Development
The Word About Newsletters
They are a great way to stay in touch with participants, particularly for advisers to large plans