Mastering the Stay-in-Touch Communication

Savvy planners know that growing strong client relationships is dependent on effective, ongoing communication. Clients frequently cite not hearing from their planner as a reason for seeking someone else. Here, Kornegay and Kornegay present strategies that can help ensure the just-to- stay-in-touch c...

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Published in:Journal of financial planning (Denver, Colo.) Colo.), 2019-07, Vol.32 (7), p.21-21
Main Authors: Kornegay, Susan, Kornegay, Adam
Format: Article
Language:English
Subjects:
Client relationships
Communication
Financial planners
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container_title Journal of financial planning (Denver, Colo.)
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creator Kornegay, Susan
Kornegay, Adam
description Savvy planners know that growing strong client relationships is dependent on effective, ongoing communication. Clients frequently cite not hearing from their planner as a reason for seeking someone else. Here, Kornegay and Kornegay present strategies that can help ensure the just-to- stay-in-touch communications are relevant and meaningful.
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subjects Client relationships
Communication
Financial planners
title Mastering the Stay-in-Touch Communication
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