As we near the end of 2021, it’s important to touch base with your clients and check in on any changes in their lives or situation. Client communications are an increasingly important part of a client’s overall experience.
As an Advisor, your value can be shown in your ability to keep your clients steady on their financial journey. Communicating with your clients gives you an opportunity to deliver educational content that highlights your value—not just as a Financial Advisor, but as an expert. This can make you makes you invaluable.
According to a study conducted by eMoney Consumer Marketing, 63% of clients say informative, educational content makes an Advisor stand out.1 A simple email with a checklist of what to do as the year closes and a reminder that the plan you have put in place for your clients is still working hard for them can go a very long way.
Symmetry has created that checklist, along with a template letter that can be sent along with it. Click here to get the checklist and see other resources we offer for year-end.
1 2020 eMoney Consumer Marketing Survey, September 2020
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