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Financial Planning Is a “Contact Sport”

Reach out to your clients and prospects with meaningful communication.

August 3, 2016

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Financial Planning Is a “Contact Sport”

Financial advisors of America, get ready for one of the most engaging presidential elections of our lifetimes.  The economy will be one of the most contested debates going into the November election.  Your clients and prospects will be tossed to and fro with multiple projections of policies and ideas from the major party candidates.  The economy will be front-page news almost every day.

You, the financial advisor, must devise a way to provide thought leadership and a leveling influence to your clients.  Consider a systematic strategy to reach out to your clients and prospects with meaningful communication.  The primary communication methods during this “contact” season include client events, personal meetings, phone calls, email, and digital/print newsletters.