Email, Phone, SMS, or In-Person: Choosing the Right Channel at the Right Time
In a fast-paced market, misaligned communication creates hidden friction. Bombarding clients with status updates via email can lead to cognitive overload, while relying on manual spreadsheets or improper channels risks damaging long-standing trust.
In November’s session, Paul and guest speakers broke down:
- The Communication Friction Trap: How wrong channel selection increases administrative burden for your team and frustrates clients.
- Email vs. Phone vs. SMS vs. In-Person: A practical framework for matching the right communication medium to key touchpoints in the broker-client lifecycle.
- Building a Valued Adviser Relationship: Shifting from transactional interactions to proactive, trusted advice that improves client retention.
- Reducing Daily Admin Exhaustion: How structured communication workflows free your team up to focus on high-value advice rather than constant manual follow-ups.
Plus FREE Downloads
- Fortix’s own ‘Fortix Way’ Communication Document: Practical example of the communication guidelines each Fortix team member is striving for.
- Download The Fortix Way (PDF)
- Nathanial Bibby’s Social Media Content Ideas: 120 Social Media content ideas that will Effectively build your business.
- Download the 120 content ideas (PDF)
Connect With Your Host and Guests
Ben Kosterich
Co-Founder,
Podwave Studios
Nathanial Bibby
Managing Director,
Bibby Media Group
Paul Faix
CEO & Founder,
Fortix
