There are a number of ways to reach customers and colleagues – by phone, email, text message, instant messaging; DM through Twitter, Slack, Instagram and WhatsApp – and more methods to reach out will likely be developed. But the downside to having multiple avenues of communication is more noise; for many, strict spam filters are now the default, while others avoid picking up the phone entirely because of robo-callers. How do advisors then breakthrough the competing voices demanding attention, in a genuine and valued way?

Financial Planning has assembled three experts in advisor communication to provide webinar attendees with tips on how to communicate in a way that isn’t annoying – or non-compliant. The webinar will detail the latest communication technologies available to advisors, the right way to engage with clients and customers over any medium, and strategies on getting to the point with style and clarity.

Key Speakers

Suleman Din
Managing Editor, Investment Advisor Group, SourceMedia
Robert Sofia
CEO, Snappy Kraken
Marie Swift
CEO, Impact Communications
Zach McDonald
Social Media Advertising Director, Mineral Interactive