Marketing

How Can Financial Advisors Better Communicate With Clients? 3 Best Practices

Every business needs a multi-pronged approach for its communications strategy. This means that you need to intentionally communicate with clients in various ways in order to connect with them. Sure, every client might have their own preference for communication, however, we have the top three best practices to reach the majority of your clients that will take your client communications strategy to the next level.

3 Best Practices To Enhance Client Communications

1. Actively Engage With Clients

It’s no secret that engaging with clients is essential in order to build trust. If you are infrequently contacting your clients, consider developing a plan that allows you to reach out to them on a regular basis. Now, you might be wondering if an additional call or email will really make a difference in your client communications. The answer is yes it will. In fact, two-thirds of clients in a recent survey said that more frequent contact would give them more confidence in the financial plan that their advisor built for them.

Whether this means that you intentionally send out more email campaigns or engage more on social media, enhancing your client communications is a must.

2. Personalize Communications

When you reach out to your clients, do you send them things that are curated for them specifically, or do you send them broad information that could appeal to anyone? Personalizing your communications incorporates a level of human connection between you and your clients. In addition, utilizing personalization is a great way to let your business’s personality show!

Personalization can range from sending personalized emails to communicating with your clients on their preferred social media channels to create the best experience.

75% of clients indicated that they want their advisor to send updates that are personalized to them.

In the Lead Pilot platform, personalizing your email campaigns and social media posts to fit the interests of your target audience is effortless. Here’s how to customize the look of your emails to have them stand out to readers:

1. Scroll to the top right of your screen and hover over your name and user icon.

2. Scroll down and click “Settings” from the drop-down menu:

3. Click “Manage Email”:


The 
“Email Design” section will appear at the bottom of the page with a preview on the right and customization tools on the left:

Under the Tools:

4. Click and type into the “Title” and “Tagline” fields your firm or advisor name and a slogan if you have one:

5. Click the “Upload Logo” button if you want to replace the “Title” and “Tagline” with a company header. Be sure to use a JPEG or PNG file!

6. Click on any circle to change the color of the text, background, or button that will appear in your emails. Clicking opens a color menu above the circle:

7. To select a new color, click within the color window or on the slider.

8. Clicking the “Update” button below any tool will show your changes:

3. Ask The Right Questions

If you want to improve your communications with clients, a great way to do so is to ask the right questions. “How can I help you?” and “What else can I do?” are two questions you should always be asking your client. Ultimately, asking the right questions helps you better understand your client and their needs which in return helps you better serve them and give them a better customer experience. In addition, when you ask the right questions you will get a better understanding of your client’s goals that they would like to achieve by working with you.

Asking the right questions also shows clients that you care about them and want to help them which makes them more inclined to communicate more with you as well. Keep in mind, when you first communicate with clients, you are essentially a stranger to them, so it’s vital that you build a relationship from the ground up in order to have the best client experience and help them reach their goals.

Here are some of the best questions to ask clients:

  • How can I help you?
  • Are you currently accomplishing your goals?
  • What will success look like to you?
  • What would you like the next step to be?

Key Takeaways

We hope that these three simple tips to enhance your client communications help you boost your communications strategy. Additionally, enhancing your client communications will build more trust between you and your clients which will improve your user experience. Remember, your clients are people too, so communicate with them and talk to them like they are real people!

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About The Author

Lauren Beichner

A part of Twenty Over Ten’s digital marketing team, Lauren is a Content Creator. A true Carolina girl through and through, she loves everything about Fall (yes, especially #PSL ☕) and can’t resist a fluffy yellow lab.

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