Financial planners and financial advisors need to embrace soft skills to succeed in the future
Begin discussing market downturns early in the relationship and revisit the topic frequently
Seek advice and try to settle the issue in person
Digital communication is efficient, but don’t give up on the personal touch
Comforting a client who has lost a loved one is an increasingly important skill for financial advisors
The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients
The tool builds on the Hearsay Messages platform, which archives advisors’ digital communications with clients, to satisfy regulators’ requirements
Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program
As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level
Pre-written templates can help you deliver consistent, cohesive messages