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Category: Loyalty · 4 min read

How to Communicate with Clients in a World of Scams

author profile photo

on December 24, 2019

author profile photo

on December 24, 2019

Professional man talking on the phone and using his laptop

Scams are everywhere these days. In a digital world, scams have turned us into people that are naturally skeptical. We question and doubt everything. We’re trained and conditioned to spot scams and false advertisements. We’ve been tricked before, so we adapt and learn. It’s a good thing to be alert and cautious, but it poses a challenge to financial professionals when it comes to communicating.  

Phone call and email scams have made it very difficult to connect with clients. Most people don’t answer phone calls from numbers they don’t know. There’s even a feature on most phones now that hide all phone calls from numbers not in your contacts list. Emails are easily ignored and left unopened, dropped amidst a sea of junk mail. Gmail now sorts them by Primary, Social, and Promotions. Odds are, if you’re not in the Primary section, your email isn’t getting read. In our effort to remain secure and scam-free, we’ve isolated everyone else, too. 

Now every communication has to get past the doubt filter first. Your clients’ guard is automatically up, and it may take some time to get them to answer your calls and open or respond to your emails. To help you overcome the scams and spams, here are some clever ways you can communicate with your clients.  

In our effort to remain secure and scam-free, we’ve isolated everyone else, too. 


Almost everyone today has a smart phone and access to video calls. What was once a barrier isn’t a barrier anymore. It used to be that people Skyped on their laptops or desktop computers. Now it has all gone mobile, and odds are, your clients use Skype and FaceTime on a regular basis. So, set up a video call with them. It’s a quick and easy way to stay connected with your clients that are super busy or travelling, and shows you’re willing to go the extra mile to help them. It also provides a deeper level of personalization and engagement than just a phone call, and isn’t flooded by scams.  

Try using Skype or FaceTime for annual reviews, follow-ups, milestones like birthdays and anniversaries, and even some Q&A. Let your clients know that this is an option, and make a point of it to work into your client communications strategy.  


Social Media 

Social media is another good opportunity to reach out to your clients. Posting on a regular basis is important, but you can also message your clients on social media, too. Most people have social media notifications on, so your message will pop up on their phone right away. Plus, your name is always associated with whatever message you send, so they know exactly who’s reaching out to them right away.

Do you message clients on social media? Try it out and see how it goes.  



Similar to social media messaging, texting is another effective way to reach your clients. It’s more personal and direct than an email, since everyone immediately gets a text notification on their phone. More people open and respond to texts than email, too. If your client doesn’t have your phone number, make sure you introduce yourself in your text message first. Encourage them to save your number for future texts, so you won’t have to identify yourself every time. Then you’re good! Texts are a personal and mostly scam-free way to communicate with your clients, and they’re simpler than an email or phone call.  

More people open and respond to texts than email.

Communicating with your clients doesn’t have to be difficult, and it doesn’t have to go through the doubt filter that we use on a daily basis. By implementing video, social media messaging, and texting into your communication strategy, you can more effectively reach your clients and get more responses. Try it out! 


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