Virtual Focus Groups Help Advisors Refine Client Communication Strategies During Times of Extreme Duress
Every investment advisor is facing it: How to stay in contact with their clients and help them to avoid panic and sell off at a market low – especially during this extraordinary time.
With anxiety levels high, advisors have been called on to communicate with their clients to provide them with factual information and calm fears. But how much communication is too much or too technical; or causes more, not less anxiety?
Here’s your answer: Conduct a virtual focus group.
Better yet, let a professional conduct a virtual focus group for you.