Taxbriefs Commentary Library

A low cost way to protect your valuable client bank

Danby Bloch, 19 Jul 2012


Come next January and adviser charging, your clients will need to feel understood, appreciated and will expect to be contacted more often. At the same time all of us in the industry will have to be better organised and use our time more efficiently.

One imperative is to make sure you have a really good communications plan in place, which poses a number of questions.

How often do you contact clients in person or by phone, email or letter? Just take half a dozen of your clients and look at your communications to them for the last 12 months.

Did you keep in touch as much as you should have done?

If you contacted clients personally, were there times when you could have done it more efficiently, e.g. by post or email?

How often are you letting clients know about developments that could affect them or their families and businesses?

How often are you letting them know how you can help?

If you are making ongoing charges for looking after your clients’ affairs, are you giving a really good service?

So keep in touch with clients – and be seen to be doing so – through carefully targeted and composed emailed and paper communications. But don’t forget all these communications have to comply with the FSA’s financial promotions rules.

Email is a great way to communicate, but it is all too easy to ignore without reading. So you need to make sure it has impact. Segment your clients by their interests and circumstances and communicate accordingly, making sure that your subject line will really get their attention.

For your top clients, who may not have time to read your emails during the busy day, why not go the extra mile and provide something more substantial in print that they will really appreciate?  

Taxbriefs is the expert in client communications – if you are looking for assistance in this area why not give our team a call today?


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Danby Bloch

Editorial Director, Taxbriefs

Danby Bloch is the editorial director of Taxbriefs, chairman of city-based IFAs, Helm Godfrey and director of Nucleus, an independent wrap provider.

Over a period of more than 40 years, Danby has established himself as one of the industry's leading thinkers and  is a respected author, lecturer and trainer on tax and financial planning.




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