Based on Communication Style:

Relationships are improved and trust can be built when clients and prospects feel they are being understood. Communicating with a client on their terms can go far in establishing rapport and deepening the relationship more quickly.  By knowing your client's communication style, you can match them with the appropriate advisor to provide them with a positive client service experience.

To Address Specific Needs:

Have each advisor complete the Communication DNA personality profile to easily match your clients to the right Advisor based on their specific needs.