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60% of wealthy individuals rate integrity as the most essential attribute for a successful advisor and 53% rate clear communication as most essential—51% prioritize financial acumen.¹

In a large study of advisor clients, 38% said that quality investment and market information was the sign of a credible firm.² And at Finworx, we maintain that information (aka “communication,” “messaging,” “research,” or “content”) should always be as factual and credible as it is interesting—especially when it comes from a financial advisor. Here are some specific reasons for sharing credible information with your clients and contacts:

  • To educate them on relevant topics and help them make better financial decisions.
  • To stay top-of-mind, so they don’t go looking for financial information (or service) elsewhere.
  • To nurture their trust in you and increase your thought leadership in all areas of finance.
  • To turn them into raving fans who can’t wait to tell the world about you. (Referrals!)

While there is substantial value in framing your messaging differently (or varying the presentation and delivery) to improve each recipient’s understanding, we know the legitimacy of the information must never be sacrificed in the process. That’s why we recommend using your best judgement when choosing material and only sharing content that has been researched and written by experts.