Click HERE to watch COMMUNICATIONS VIDEO

Most financial advisors think they communicate well with their clients. But here’s the reality—clients want more communication, not less. In fact, research shows that the number one reason clients leave their advisor is a lack of proactive communication.

I’ve seen advisors dramatically increase client retention and referrals just by improving how often and how effectively they communicate. And it doesn’t have to be complicated.

First, increase touchpoints. Don’t wait for clients to reach out with questions. A simple check-in call, a personal email, or a quick market update makes a huge difference. The best advisors don’t just meet with clients once or twice a year—they find ways to stay visible and valuable all year long.

Second, make complex topics simple. Clients don’t want industry jargon—they want to understand their financial future. The more you can break down complex strategies into clear, relatable language, the more confident and engaged your clients will be.

Third, leverage multiple communication channels. Some clients prefer emails, others like video updates, and some appreciate a personal phone call. The more ways you can connect, the stronger your relationships will be.

I’ve seen advisors who embrace proactive communication not only keep more clients but also get more referrals—because their clients feel valued and confident enough to introduce them to others.

So ask yourself—are you communicating enough? If not, now is the time to make it an upgraded priority. Your clients want to hear from you more than you may think!

Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of 9 books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. She speaks on topics including marketing, branding, sales, and customer service.

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