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The demise of the client newsletter has been greatly exaggerated! Why? Consistent and effective communications continue to be cited by clients as an important factor in their satisfaction with their advisor.
Here’s one recent example: Among investors who receive daily or weekly updates from their advisor in some form, satisfaction is at 84 percent, while among investors who report receiving contact annually, satisfaction is at 57 percent, and those who say they “never“ get contacted by their advisor, satisfaction is only 30 percent.1
1 Drivers of Client Satisfaction and Loyalty, study by Spectrem Group, 2015.