You’re always reaching out to ensure clients understand their goals, and how market events might affect them. But sometimes it’s difficult to know whether they’re as engaged in planning for their futures as you are.
Advisor to Client keeps tabs on the topics and articles most popular with clients. Of the dozens of articles advisors have shared during the past two weeks, these were the biggest hits with clients:
Use the site’s built-in email function to send these to clients, or print them out; or share via Twitter and LinkedIn.
When you share articles from Advisor to Client, your clients view them on a website designed for them. They only see the story you send.