Clients Want to Hear From You—Are You Reaching Them Enough?

Let’s be honest—staying in front of your clients consistently is one of the hardest things to do as an advisor. You have meetings to run, portfolios to manage, and new business to generate. Meanwhile, your clients are busy living their lives, and unless you’re actively communicating with them, frankly they’re not thinking about you.

But here’s the reality: Clients want to hear from you. They want to know you’re looking out for them, even when they’re not actively reaching out to you. They want to be reminded that they made the right choice in working with you. And, just as important, you need them to think about you—because the more they engage with your insights, the more likely they are to stay loyal, refer friends, and turn to you when financial decisions arise.

The Problem: Most Advisors Struggle to Stay Consistently in Touch

If you’re like most advisors, you probably send emails and market updates when you have time or when there’s a big event (like a market downturn). Maybe you post on social media here and there, and you try to call top clients every quarter. But let’s be real—it’s inconsistent at best.

Meanwhile, firms like Diversified, LLC have systematized their client communications, ensuring clients get valuable, timely insights without individual advisors having to manage every single touchpoint manually. That means advisors at Diversified spend less time on newsletters and emails—and more time having personal, high-impact conversations.

Systemizing Communications (So our advisors Can Focus on Relationships)

At Diversified, LLC, we believe that staying in front of clients shouldn’t be left to chance. That’s why we created a scalable, automated Calendar of Communications—designed to keep clients informed, engaged, and thinking about their advisor throughout the year.

Here’s what that looks like in action:

📅 Monday Morning Market Commentary – A concise, insightful email with key market takeaways from our Chief Investment officer. Clients who want investment updates get them automatically.

📅 Friday Afternoon Weekly Recap – A short wrap-up of the week filled with upcoming events, webinars clients may have missed, blogs, relevant articles, tips, and investment news.  Also, it is automatic for interested clients.

📅 Weekly Blog – Short-form articles focused on planning ideas and other financial topics and written by Diversified’s President, Andrew Rosen, CFP.  There’s a short video version for clients who prefer a video.

📅 Mid-Month Planning Webinar – In-depth conversations and presentations covering everything from tax strategies to retirement tips, tailored to clients who care more about planning than day-to-day market moves.

📅 Event & Community Engagement Updates – Whether it’s an educational webinar or our Annual Charity Golf Event, clients are invited to engage beyond their portfolios.

📅 “Crisis Communications” On-Demand – When markets swing or major legislation changes, we instantly deploy expert analysis, so clients hear from us first before they have to ask.

This calendarized approach means that clients consistently receive relevant, high-quality touchpoints without the advisor needing to remember to send them. Instead of spending time drafting emails, advisors get to focus on the personal, relationship-driven conversations that actually grow their business.

Implementing in Your Own Practice

If your client communication strategy currently looks like “I’ll email when I have time”, it’s time to fix that. Here’s how to start:

• Create a Communication Calendar – Plan your touchpoints in advance, balancing market updates, planning advice, and personal check-ins.
• Automate What You Can – Use a CRM (like Redtail or Wealthbox) and email marketing tools (like HubSpot) to schedule and automate updates.
• Focus Your Energy on Personal Touches – With written communications taken care of, spend your time on high-impact, one-on-one conversations that drive growth.
• If that seems too much, Join/Partner with a Firm That Does It for You – At Diversified, LLC, we handle the systemized communication for our advisors—so their time is spent where it matters most.

Last point, are You Spending Your Time Where It Matters?

Ask yourself:

• Are my clients hearing from me consistently, or only when I have time?
• Am I spending too much time writing emails instead of having meaningful conversations?
• Is my communication strategy built for scale, or is it always a last-minute scramble?

If you’re ready to systematize your outreach, free up time, and strengthen client relationships, it’s time to rethink how you communicate.

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