Hanging on the telephone: Let's talk client communication

Proactive adviser communication more important than ever

clock • 4 min read

Russell Andrews looks at the importance of effective, digital and personalised client communications

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 ...

To continue reading this article...

Join Professional Adviser

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Sustainable Investment Festival 2023: Up to 12 hours of CPD available!

Sustainable Investment Festival 2023: Up to 12 hours of CPD available!

Just five weeks to go until PA’s annual conference on all things ESG

Professional Adviser
clock 26 May 2023 • 1 min read
Why closing the advice gap is a 'clear market opportunity'

Why closing the advice gap is a 'clear market opportunity'

'The figures make for startling and frankly depressing reading'

Tim Sargisson
clock 24 May 2023 • 3 min read
The consolidator where 40% of adviser hires in 2022 were women

The consolidator where 40% of adviser hires in 2022 were women

Kingwood says it wants a business ‘more representative of our society’

Hope William-Smith
clock 24 May 2023 • 1 min read