Advisor Client Communication

What advisor client communication method do you use at your firm? Is it one-size-fits-all?

Each advisor on your staff and client you serve have preferred ways of communicating. Matching clients with the right team member to serve them is the first step to creating harmony. Next, your team will need to know how and when to communicate with your client base. Rest assured, there are DNA insights for that!

When having a critical conversation with a client, the setting, and the way the message is received will drive the mood of the discussion. DNA Insights uncover individual communication styles and how they interact. Firms leverage out-of-the-box Financial DNA reports included in our subscription packages and insights available in the DNA API to identify the right way to communicate with clients at the right time.

Financial Behavior Report Example in iPad

Powering Advisor Client Communications with Behavioral Insights:

How do you prefer to connect with clients? On the phone? Email? Web meeting? In-person meetings? Just as you have a preference, so do your clients. The DNA insights predict the best method for advisor client communications. For instance, a short phone call, a lengthy in-person meeting, or a quick email with bullet points.

From the DNA Blog:

Lack of communication is one of the top reasons investor clients fire their advisors. Clients do not necessarily need to know if they are up 3% on the market, but they do want to know if they are on track to meet their financial goals.

Financial DNA Comparison Report

Communicating to Couples:

Financial DNA helps Advisors increase confidence that they can engage their couple clients on their terms with objective data. This important data can ensure the Advisor is framing questions to ensure financial compatibility and improve financial and life decisions. Explore the power of comparison with the Financial Behavior Comparison Report.

Do you need support as you meet with 1:1 with your clients?

DNA Behavior powers a network of certified Wealth Mentors, Coaches and Consultants that help financial advisors apply behavioral insights during one on one meetings with clients and family meetings.

The DNA Coach Network