Client Communications
Even after the years-long global health crisis catapulted professional communications into the digital sphere, 39% of firms still don’t use social media to promote their practice and 44% don’t engage in any email marketing, while just 35% use digital advertising tactics and 32% produce multimedia content.
And those that are leveraging digital tools are often doing it wrong, according to industry experts.
While three-quarters of respondents communicate with clients at least once a month and 39% said they’re in contact multiple times a month, FMG Chief Marketing and Experience Officer Susan Theder said that may still be insufficient to really engage with a client. She pointed to a recent study by advisor technology firm YCharts that found almost 70% of investors feel their advisors do not touch base with them frequently. A significant portion of clients in that survey felt their advisors communications were "very" infrequent.
While three-quarters of respondents communicate with clients at least once a month and 39% said they’re in contact multiple times a month, FMG Chief Marketing and Experience Officer Susan Theder said that may still be insufficient to really engage with a client. She pointed to a recent study by advisor technology firm YCharts that found almost 70% of investors feel their advisors do not touch base with them frequently. A significant portion of clients in that survey felt their advisors communications were "very" infrequent.
International Conference on Communications and Media Studies
1st Edition COMMS | 23-24 Jan 2023 | Delhi, India
Client Communications
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