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An Evidence-Based Communication Schedule to Retain and Gain Clients

Learn how frequently you should discuss investments, planning, and how to implement an effective communication schedule with clients.
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Evan Beach

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As an evidence-based practitioner, Evan presents research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence. This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything you need to know about how to create a better communication schedule with your clients. 

Learning Objectives:

After completing this webinar, financial planners will be able to:

1. Develop a realistic client communication schedule to maximize satisfaction, trust, and commitment

2. Strategies to scale communication in order to realistically communicate with the frequency clients prefer

3. How to use your communication to generate more inbound referrals

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