Join Sean Brown, CEO of YCharts, as he shares the latest findings from YCharts' 2024 Advisor-Client Communication Survey and explore ways you can enhance your financial advisor communication strategies, including:
- Strategies for navigating the evolving landscape of client communication expectations amidst ongoing market shifts, including changes in preferences since YCharts surveyed clients immediately after the pandemic.
- Implementing best-in-class communication strategies to improve client retention and referrals.
- Unpacking key insights from YCharts' latest research to empower you in crafting a tailored, client-focused communication approach.
Questions the survey findings will answer:
- How can improved communication help advisors capture more AUM?
- At what frequency do clients prefer to be contacted by their advisor?
- How confident do frequently contacted clients feel in their financial plans?
- What factors are the most important to clients when choosing or recommending an advisor today?
