For Finance Experts: Rethinking Client Communication and 3 Customer Desires
The Financial Services Expertise Series: This training article is for financial professionals.
We covered in last month’s blog the disconnect where financial professionals talk about things our clients did not ask us to address. We concluded we could close the gap when we offer our clients proactive advice, provide dashboards, and anticipate their pain points. This article will cover rethinking client communication, what that looks like, and three things clients desire.