9 Keys


Taking the ReinsPut Your Mouth Where Your Money Is
The 9 Keys to Proactive and Interactive Communication for a Wealth Management Practice
By Harold Evensky, CFP

Evensky's nine-point process helps wealth managers enhance proactive and interactive client communication, focusing on the "What" and "Who," as well as the "How" of this important aspect of practice.

One of the most important goals of professional communication is to build and develop a prospect and client base that forms the nucleus of your practice. Although this may seem like an obvious objective, most wealth management practitioners fail to effectively communicate to both groups not because they are unable to speak or write well but because they don't know what information to convey.

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