Recent advances in video email and videoconferencing can give a big boost to client communications
Anecdotes and solutions to problems are key to getting readers’ attention
Decision won’t curtail all communications between brokers and clients
High net worth clients have higher expectations around advisor communications
Keywords, fresh content and interactive tools will help direct eyeballs to your site
Use visual tools to show the effects of time horizon on real returns
Owning the root of your web and email addresses reaffirms your identity; it can be easy and inexpensive
Alan Rae uses short, lively clips to tell clients about new products, wish them a happy birthday and keep them engaged
Some clients get nervous during periods of turbulence. Keep them focused on the long term
Current regulations regard calls to existing insurance clients differently from calls to investment clients