The Evolution Of Client Communication With Carol Anderson and Andree Peterson

With technology’s constant evolution, the number of ways financial advisors can provide efficient and comprehensive advice increases through the tools we now have access to. 

In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.

Carol and Andree discuss:

  • Different types of communication methods
  • How a difference in knowledge impacts communication and understanding
  • The pandemics impact on technology acceptance
  • What the future holds for client advisor communication
  • And more

Related: The Necessary Struggle Many Advisors Face: Marketing