Where there’s market volatility coupled with an unpredictable economy, there’s likely clients coping with cold sweats. In cases like these, of course, communication can be all that and more and go a long way toward engaging and holding onto clients, according to forbes.com. Further, advisors rated their own performance 15% to 36% higher than their client did in all categories, according to a 2021 study, reported RIA Intel. More than one in four clients report their advisor touches base with then “very frequently,” according to a 2019 YCharts report. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Source: Forbes August 05, 2022 12:37 UTC