JFP Article: Building Trust, Commitment, and Satisfaction Through Effective Intersession Communication: The Moderating Effect of Financial Anxiety
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Limited research exists on the effectiveness of intersession communication, although one preliminary study suggests reaching out to clients between sessions may benefit both clients and planners
Issue: January 2025
By: Megan McCoy, Ph.D., LMFT, AFC, CFT-I & Ashlyn Rollins-Koons, CFP®
Competency Level: Advanced
FPA Competency: Client Communication & Care
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
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Building Trust, Commitment, and Satisfaction Through Effective Intersession Communication: The Moderating Effect of Financial Anxiety
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Limited research exists on the effectiveness of intersession communication, although one preliminary study suggests reaching out to clients between sessions may benefit both clients and planners.