Play Video

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.
Picture of Evan Beach

Evan Beach

Want to take this course?

Begin your financial journey and join Pro-Hub

Our experts have spent years learning about financial information that can benefit you the most. We want your learning experience to be as lucrative as possible so click join now, and reap the benefits of all our instructors experiences.

Current Status
Not Enrolled
Price
$39.00
Get Started

Description

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

Other Courses

Add Your Heading Text Here

Testimonials

Add Your Heading Text Here

Senior African American Man Using Laptop To Check Finances At Home
finance
Working on their finance together betters their finance
Portrait of confident african american female advisor at office

Pro-Hub

Pro-Hub Membership for financial professionals offers exclusive access to expert-led classes, cutting-edge insights, and unparalleled courses. Elevate your skills, stay ahead in the dynamic financial landscape, and gain a competitive edge for success in your career.