Select Multiple Channels of Communication
Different constituencies prefer different channels — an important for advisors looking to communicate with clients and prospects in ways that make them feel at ease. For example, members of Generation Y (born in the 1980s and 1990s), seem to prefer social-media outreach. Meanwhile older women are active on Facebook, and as clients may prefer that platform as a channel for communication with a financial advisor.
There are of course many new channels for interacting with clients and prospects, some still awaiting further study to ascertain demographic preferences. Among them are website chatbots, website live chat, and instant messaging, which are great tools to use when making your brand and experience.
The point is to be aware of these and other channels, both traditional and newfangled, within a selective multi-channel client communications strategy that addresses the clients you have and the prospects you want to attract.