Financial advisers can use live chat tools provided they first address compliance and productivity issues
Financial adviser websites can offer live chat tools for client and prospect communication.
As you visit more business websites online, you’ve likely noticed those pop-up windows in the bottom corner inviting you to a live chat. You can use live chat features for all sorts of things, including asking questions about a product, getting help from customer service, or simply submitting general feedback about a recent service experience.
Financial advisers can also leverage this trend in live chat communication with website visitors of all kinds, including clients and prospects.
This month’s column at Morningstar Advisor covers this trend that few advisers are taking advantage of today, but has the potential to be used by a much larger audience in the near future.
Read Live Chat for New Clients now to learn about out the compliance concerns of live chat as well as the issues of maintaining personal productivity in the face of potential distractions.
