Are you reaching out to clients effectively? Advisor communications techniques — both online and in the real world — are a key focus area in Pershing’s second annual study of advisor success, unveiled last week during the company’s Insite conference in Hollywood, Fla.
Kim Guimond Dellarocca, Pershing’s global head of segment marketing and practice management, walked us through the report’s recommendations for client conversations — which, the report found, could use improvement. “It’s hard to call during the touchy stuff if you don’t have a rapport,” she notes.
Read more about each of the 6 communication tips for advisors here.
