Join us to explore the crucial role that advisor communication plays in client retention and growth!

Effective communication has become an indispensable skill in the fiercely competitive financial industry, where clients expect personalized, transparent, and prompt interactions. Attendees will leave this session with a deeper understanding of the following:

Client View of Advisor Communications

• How clients view current advisor communications
• What clients are asking for
• The consequences of inadequate advisor communications

Committing to a Cadence of Communication

• Creating new touch points and opportunities based on what clients are seeking today
• Sharing best practices to ensure attainable goals

Meeting the Needs of Higher AUM Clients

• Understanding what higher AUM clients seek
• Suggested tactics for meeting these needs

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

Susan Theder
Chief Marketing and Experience Officer
FMG

Sean Brown
CEO
YCharts

Shannon Rosic – Host
Director of WealthStack Content & Solutions
WealthManagement.com