Hanging on the telephone: Let's talk client communication

As clients begin to shift their focus to the new year, many will inevitably do so with a heightened concern around prolonged soaring inflation, the potential for even greater market volatility, and how these will impact their personal goals and the success of their financial plans. Proactive communication from financial advisers to clients to ease some of these concerns is arguably more important than ever. Good communication between stakeholders is fundamental to the long-term success of key relationships and ultimately the business. Never underestimate the value of articulating key ...