Client Communication: Just Do It.

Apr 14, 2011

We’ve all heard it. “Frequency of client communication trumps even investment performance when it comes to client satisfaction.” Then why is it so difficult?  We recently polled advisors and they […]

Read More...

Welcome to Practically Speaking

Apr 13, 2011

During the 2008-09 financial crisis, my team and I started sending weekly email updates to all of our advisor clients.  We focused on sending out topical and industry information, financial […]

Read More...

Subscribe

Categories

Follow Us on Facebook

Recent Tweets