We've done the research and want to share the pros and cons of our favorite methods with you.
2016 has been wrought with volatility. Heading into an uncertain 2017 will likely be more of the same.
Money managers have been inundated with calls from anxious clients about the safety of their investments. Regardless of what is currently going on in the markets, it is important for money managers to be proactive and put their clients at ease by communicating effectively with them. Directly calling clients is an obvious and effective approach. However, there are other tools you can use to communicate with your clients as well. Here are a few: