Build trust with your online communication

In the world of financial planning, open communication between clients and their planners is essential for creating successful strategies and achieving financial goals.

However, many clients tend to avoid discussing certain topics due to discomfort, lack of knowledge, or fear of judgment. Through working with financial planners for over a decade, we've explored the common conversations clients avoid with their financial planners and proved that utilising a personal website, blogs, and regular email campaigns can help build trust, reinforce professionalism, and maintain client relationships.

Here are some of the topics that we've heard that clients don't easily divulge - especially in early planning meetings:

1. Financial mistakes & actual spending habits
2. Personal issues affecting finances
3. Tax evasion (or fraud)
4. Financial goals and priorities
5. Inheritance and estate planning
6. Lack of financial knowledge
7. Family dynamics

Building Trust and Reinforcing Professionalism Through Online Presence:

To foster a more open and productive relationship with clients, financial planners should work to create a non-judgmental and supportive environment. One way to achieve this is by establishing a strong online presence. By using a personal website, blogs, and regular email campaigns, financial planners can keep in touch with their clients, build trust, and reinforce their professionalism.

Personal websites and blogs allow financial planners to share valuable information, insights, and advice with their clients, demonstrating expertise and industry knowledge. Regular email campaigns enable planners to stay connected with clients and provide updates on relevant financial topics and services.

Introducing Contatto (launched in 2016):

Contatto (contatto.co.za) is a service that my company started designing from 2012 and officially specialised in 2016. Contatto offers a comprehensive, outsourced solution for financial planners looking to improve their online presence and strengthen client relationships. We focus on brand design, content creation, and content distribution for financial planners, helping them build and sustain their businesses.

By using Contatto's services, financial planners can:

1. Create a cohesive and professional brand identity.
2. Develop engaging and informative content that showcases their expertise and adds value to clients.
3. Efficiently distribute content through various channels, such as email campaigns, social media, and website updates.

Open communication is vital for successful financial planning, and embracing digital platforms is key to fostering trust and reinforcing professionalism.

Contatto's outsourced solutions for brand design, content creation, and content distribution can help financial planners enhance their online presence and build lasting client relationships. By partnering with Contatto, financial planners can focus on providing exceptional service to their clients while leaving the intricacies of digital marketing to the experts.