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Mode of Communication
Do you have multi-format materials available, so
your financial professionals can pick the best mode
of communication on a client-specific basis?
Are You Communicating with Clients on Their Terms?
Clients increasingly demand personalized advice and service. Mass email blasts, no matter how well intentioned and beautifully designed, often fall flat, often don’t even get opened by the recipients. In order to “break through the noise”, financial professionals must communicate not only on the right topics at the right point in time, but also in the right way, using the right mode of communication.
The mode of communication matters, and is a next frontier in the personalization of wealth management advice. Research has shown that over 60% of Americans are visual learners, who enjoy and benefit from absorbing information visually, for example via well structured PowerPoint or PDF pages. For them, a picture can truly say more than a thousand words! However, other clients strongly dislike looking at PowerPoint pages, they simply want to have a conversation instead. These audio learners process information differently, for them the spoken word rules supreme. Others yet, perhaps members of the constantly-on-the-go-crowd, prefer a crisp email to start the dialogue.
Every client — and prospect! — is different, everyone has a different learning profile and communication preference. Are you and your financial professionals communicating on the right topics at the right point in time, and in the right way? Do you make multi-format materials that are client-ready and compliance pre-approved available to your client-facing professionals, so that they can pick the best mode of communication on a client-specific basis?
Bento provides materials in these formats:
- Email template ready to be sent out to clients/prospects
- Talking points for phone or virtual calls
- PPT for formal presentations to be used in client/prospect meetings
- PDF of client-facing materials for digital delivery or print
- Internal-use-only Advisor FAQs for ongoing internal training and development
Read more on our whitepaper which explores the Value of Advice Beyond Investing.
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