The turning of the calendar to 2010 presents a great opportunity to evaluate your practice’s communications to determine if they still represent your values and goals.
A recent article from Investment News columnist Maureen Wilke provides an effective checklist for the areas of the client experience advisors should pay attention to – from email templates to office furniture. Wilke reinforces crucial information about the importance of continued contact with clients, we would like to go one step further to address how to effectively update your communications.
Start With Branding Statements
The best brand statements are forward-looking and aspirational. They show ...