If you have questions about how to create a client communications plan or how to improve your current plan, KSG Consulting can help. Reach out to us today to learn more about our RIA marketing services and how we can help accelerate your firm’s growth.

You can also view the full infographic here.

Sources

• “Pulse Survey: The Impact of COVID-19 on CFP® Professionals and Their Clients,” CFP Board, April 2020

• “Navigating Client Relationships During COVID-19,” Financial Planning Association, August 2020

• “NMG COVID-19 Volatility Study: Global Financial Adviser Insights,” NMG Consulting

• “How Can Advisors Better Communicate with Clients?” YCharts, December 2019

• “Advisors Prospecting for New Clients During Pandemic Find Success with a Multi-Channel Approach,” Fidelity Survey, June 2020