Meeting Client Communications Expectations

The initial and primary source of communications with a client is the advisor. However, there are multitudes of additional ancillary communications that must be conducted with a client to evolve and manage the relationship. Some of these communication types include onboarding, compliance, marketing, account management, etc. 

These necessary communications can be executed through a variety of digital means or by physical mailings. These ancillary “touches” must be expertly planed, monitored, and managed if they are to create the desired professional client experience.

Smart organizations will take inventory of every client communication touchpoint and make sure they are leveraging every one of these communications for optimal relationship development.

This discussion will delve into how to expertly manage these communications in a way that will meet, and ideally exceed, client expectations.

Hosts:

Scott Stathis and Bob Mittel

Discussion Guests:

  • Anna Hockett – Sr National Account Executive at Doxim
  • Scott Orr – VP Strategic Accounts at Doxim
  • Don Clark – Regional Manager at Wintrust
  • Teo Trandafir – Director, Investment Services at UW Credit Union

Sponsoring Partner:

Doxim

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: SSRI

The Tech-Human Balancing Act

Episode Overview

In this episode, titled “The Tech-Human Balancing Act” we will discuss the relative role of technology in the development of client relationships and trust. We will also cover subjects such as exceeding client expectations, data mining to identify the “next best action”, enhancing the advisor’s value proposition, and the future of technology in our channel.

Host:

Scott Stathis and Bob Mittel

Discussion Guests:

  • Eugene Elias, Chief Operating Officer at Atria Wealth Solutions
  • Brian Bichler, Head of Technology Platform Experience, Managing Director at Atria Wealth Solutions
  • Ryan Tingey, Program Development Manager at CUSO Financial Services
  • Brandon Handy, Advisor Development Manager at CUSO Financial Services

Sponsoring Partner:

Atria Wealth Solutions

Music Credits:

Band: A Rusty Something (Nick Simpson)

Song: SSRI