The frequency and style of your communications are CRITICAL to your business success. But who has the time? What’s the first thing you should start doing? What topics do clients want to read about?

In this webinar, Chief Marketing & Experience Officer Susan Theder and President and CEO of YCharts, Sean Brown, review key takeaways from the YCharts compelling research on client communications and share ideas for how to leverage communications to not only retain but to grow your business.
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They discussed:

0:00 Intro
4:50 Key takeaways from the YCharts communication survey
9:58 Why advisors need to think about retention
11:36 How your communication strategy can impact your success
16:31 Different communication tactics that work
22:21 Bullet-proof marketing ideas to improve your communications
30:40 Foundational content planning
48:35 4 game-changing ways to create a content strategy
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Susan Theder
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Twitter: https://twitter.com/stheder?lang=en

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