On-Demand Webinar

Financial Services Webinar: Smart Ideas on Better Ways to Communicate with Clients and Colleagues

There are a number of ways to reach customers and colleagues – by phone, email, text message, instant messaging; DM through Twitter, Slack, Instagram and WhatsApp – and more methods to reach out will likely be developed. But the downside to having multiple avenues of communication is more noise; for many, strict spam filters are now the default, while others avoid picking up the phone entirely because of robo-callers. How do advisors then breakthrough the competing voices demanding attention, in a genuine and valued way?

Watch this on-demand webinar to learn the latest communication technologies available to advisors, the right way to engage with clients and customers over any medium, and strategies on getting to the point with style and clarity.

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