A survey conducted by IFANow shows that the ability to understand and service client’s finances holistically will give MFDs/advisors an edge over their competitors among other things.
Instead of telling clients that they have to invest for 20 years to accumulate retirement corpus, simply set up a calendar date to make it more concrete.
Effective communication with clients right now may be the single most important way to make a difference and ensure the long-term health of your business. Here are a few tips on how to communicate with clients in changing times.
Email communications can provide your clients a steady sense of comfort about their investments. In fact, it can attract prospects and propel your business forward even in these tough times.
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