Here are some tips from my recent contribution to Money Management Executive.
A blog for mutual fund and investment management marketers who want strategies and ideas to attract and retain investors, strengthen distribution, and build brands.
February 29, 2016
MME: Phone Ringing Nonstop? Be the Voice of Reason
When the markets drop, investors get
nervous and are likely to turn to
their financial advisor for guidance. To
be prepared for
these instances,
asset management
firms need
a communication
strategy that
helps financial
advisors ease
their clients’ anxiety.
Having such
a plan in place
will help you keep your advisors longer.
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