Video: Why communication is crucial in the advisor-client relationship.

Over 1/3 of investors globally would switch firms simply due to a lack of communication.

Does your firm's approach to communication undermine your client relationships and put your business at risk?

Susan Silma and Brent Klassen discuss client expectations about timely and relevant communication. They also explore ways that advisors can use communication more effectively to satisfy client needs, strengthen relationships and reinforce the value they provide.

 

SOURCE: “From Trust to Loyalty: A Global Survey of What Investors Want,” Edelman/CFA Institute 2015.