Should you email clients or use some other form of communication?
In my opinion, it depends on client preferences, the nature of your communications, your strengths as a communicator, and your schedule. My thanks go to @Tbmanning who raised this issue in response to my question about email challenges for advisors.
Ask for client preferences
Ask your clients what type of communication they prefer. It’s great service to provide information in the manner they desire. Of course, if you have many phone-loving clients, this may not always be practical.
Consider the nature of the communication
The flurry of advisor phone calls during the 2008-2009 market downturn reflected the importance of “live” interactive communications about serious topics. On the other hand, you can’t get a form signed on a voice call, so send the form electronically or pull it out in person.
Play to your strengths
If you’re a smooth talker with horrible spelling, grammar, and punctuation skills, then you should favor the phone. On the other hand, if it’s hard to raise your voice above a whisper, go for written communications.
Work with your schedule
I know advisors who have 300+ clients or are so highly scheduled they can’t communicate until late at night. If you’re one of those advisors, you’ll need to favor emails or U.S. mail more than your peers.
If you have tips on picking the right form of communication, please share them in the comments.
Image courtesy of David Castillo Dominici / FreeDigitalPhotos.net