What is the best way to communicate effectively with clients?

With so many options available today, choosing the right communication channels gets overwhelming. Understand your client’s preferences and habits. How tech-savvy are they? How urgently do they expect responses? Gathering this information will help determine which channels suit them best. For instance, older clients may prefer phone calls or in-person meetings rather than instant messaging. Similarly, busy executives may want quick email responses during work hours.

Match communication style

Align your communication style to your client’s preferences. Some may enjoy casual conversations while others prefer formal discussions. In your communication, reflect the bluntness of your client. Building rapport requires understanding how clients wish to communicate and tailoring your style accordingly. Email works well for detailed communication. It allows for conveying complex information. Email also provides documentation of conversations which is useful for referencing later. However, a lack of tone in emails leads to misinterpretation. Use emojis or voice notes to add warmth to sensitive matters. Schedule emails at suitable times to respect clients’ availability.

Video conferencing

In video meetings, face-to-face interactions are ideal for strengthening relationships. Visual cues also facilitate better understanding. Technical glitches disrupt meetings. Check connectivity beforehand and have a backup phone line. Also, schedule video calls during times when clients are likely to be free.

Instant messaging

Platforms offer quick communication in real time. Instant messaging is convenient for short conversations and time-sensitive queries. It is possible to be overloaded with messages, and it is possible to miss important matters. So, balance instant messages with scheduled time for discussing critical issues.

Phone calls

Nothing beats phone calls for direct, personal communication. It is just as important to convey your message with your tone of voice. Phone calls work very well for addressing sensitive topics or conveying important news. Limit phone interactions to respect clients’ time. Messages and emails handle simple daily interactions.

Social media

Increasingly, clients expect advisors to be accessible on social media. Platforms allow the sharing of articles, market developments, and content that provides value to clients. Social media creates more touchpoints and approachability. It cannot replace personalized communication.


Webinars enable engaging with multiple clients together. They are great for explaining market conditions, new products, or recent regulatory changes that impact many clients. Webinars present an opportunity to demonstrate thought leadership. Limit length to retain audience interest. Also, share recordings for clients who could not attend live.

Client portal

Offering a client portal strengthens relationships through technology. Portals provide quick access to important documents, portfolio performance, net worth, and other data needed for financial planning. Customized to each client, portals make advice more transparent. Ensure sufficient security and timely updating of information.


Occasional surveys provide valuable insights into improving client relationships. They indicate which aspects of your advisory services need improvement. Surveys measure client satisfaction levels and expectations. Additionally, they indicate the communication channels clients prefer. Keep surveys short and focused. Follow up promptly on feedback from surveys.

The ideal mix of communication channels depends on your client’s needs and preferences. While digital channels are gaining prevalence, human touch remains essential. Review your communication strategy regularly to ensure you are optimizing serge robichaud moncton advisor-client interactions. With the right mix, you build enduring client relationships based on trust and understanding.


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