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.