Episode 5 – The Dangers of Mass Communications

Are your mass communications helping you strengthen or weaken your relationships with your clients

In today’s episode of the Practically Speaking podcast, Allie Carey, director of client experience at Independent Advisor Solutions by SEI, explores how mass-communication missteps can jeopardize advisors’ relationships with their clients. She also explains how advisors can leverage mass communications to better serve their clients’ unique interests.

In this episode, you’ll learn:

  • A real-life story of an advisor who damaged their relationship with a client through their mass communications
  • The importance of segmenting clients according to their life stages rather than their revenue
  • How to use segmented lists to curate content suitable for all clients
  • And more!

Tune in now and learn how to use mass communications to strengthen the bond between you and your clients!

Resources: The Dangers of Mass Communications Blog Post | Practically Speaking Blog | Allie Carey’s Twitter | SEI LinkedIn | SEI Facebook


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