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Communicating in the Internet Age means you've got to capture client's attention almost instantaneously, or your message will be lost. Get your communication style up to speed for the 21st century with these strategies.
Not knowing what to say in turbulent economic times is no excuse for not contacting clients. You have to pick up the phone before they do, or you put the relationship at risk. Here's what to say this time around.
The needs and wants of your clients have changed over the past year. Has your communication strategy evolved to match? Here are the new must-haves that will keep clients highly satisfied.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025