The average financial adviser works closely with 14 fund companies and receives more than 100 e-mails, letters, wholesaler visits and internal sales desk calls a month from them, according to Cogent Research’s “Adviser Touchpoints 2009” report.

The average fund company contacts advisers seven times a month, with the most active making 16 points of contact, but frequency of communication is not the most important sales criteria, Cogent said. Effective communication is also comprised of consistent, actionable messages that are on-target for the market and the overall economy and making advisers feel personally connected by targeting messages specific to their specialty.

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