If you’ve been in the financial industry long enough, you’ve heard this phrase:

“Clients don’t leave because of performance. They leave because of poor communication.”

It’s true. And it’s costing you.

Every year, advisors lose long-term clients, potential referrals, and future business opportunities, not because they didn’t produce results, but because they didn’t communicate in a way that built trust, demonstrated presence, and made clients feel understood.

The numbers are staggering: research shows that when advisors simply communicate more consistently, client favorability can jump by 49%. But consistency is just the starting point. Presence, empathy, and clarity are what create loyalty that lasts decades.

The question is: How do you make that shift from “average communicator” to “most referable advisor in the room”?

The Hidden Cost of Average Client Communication

Most advisors are so focused on performance metrics, portfolio returns, product selection, and market timing, that they unintentionally let communication become an afterthought.

Here’s the problem:

• You can deliver excellent returns…but if your client doesn’t feel heard, they’ll shop around.
  
  
• You can offer a competitive product…but if you don’t explain it clearly, they’ll lose confidence.
  
  
• You can solve a financial problem…but if you never connect with the person behind the portfolio, they won’t refer you.

Average communication is like having a leaky bucket. You work hard to pour in value, but trust and loyalty drip out slowly until one day the client is gone, and you’re left wondering what happened.

Why “More Communication” Isn’t Enough

Many advisors respond to this problem by increasing touch points, more calls, more emails, more meetings. And while this may feel like progress, more communication isn’t automatically better communication.

Clients can tell when your words are rushed, scripted, or transactional. They know the difference between being contacted and being connected with.

The truth is, frequency without depth still leaves the trust gap wide open.

The Three Elements of Trust-Driven Client Communication

After coaching and training hundreds of financial professionals, I’ve found that the advisors who consistently win referrals and keep clients for life master three things:

1. They lead with presence.
   Clients feel their full attention, no distractions, no multitasking, no “just getting through this meeting.”
   
   
2. They communicate with clarity.
   They explain concepts in a way that clients actually understand (and remember), without jargon or confusion.
   
   
3. They build emotional connection.
   They don’t just talk numbers, they talk about the client’s story, family, values, and dreams.

These three elements aren’t random. They’re the foundation of the Client Communication Sales Framework™, the system inside The Client Communication Playbook™.

Introducing The Client Communication Sales Playbook™

We created The Client Communication Sales Playbook™ because we saw too many skilled advisors lose clients, not because of bad advice, but because of weak communication habits.

This isn’t just another “tips and tricks” workbook. It’s a field-tested, results-driven guide that helps you:

• Fast-track trust in your very first conversation
• Build a consistent, memorable communication rhythm clients can’t forget
• Connect across generations and personality types without losing your authentic voice
• Ask better questions that uncover deeper needs and unlock legacy-level planning opportunities
• Multiply trust and referrals across your entire book of business

Inside the Playbook, You’ll Find:

• Actionable Frameworks like the 7-step C.L.I.E.N.T.S.™ Framework, the V.O.I.C.E.™ Framework, and the 7 Layers of a Client’s Story to move from surface-level talk to deep emotional connection.
• Skill-Building Assessments including the WITH or AT Assessment™ and the V.O.I.C.E. Self-Assessment to uncover blind spots and refine your communication style.
• Proven Coaching Language for every stage of the relationship, from first impressions to sensitive life transitions.
• QR-Coded Video Training for on-demand reinforcement and team development.

Why This Is Different from Anything You’ve Used Before

Most training materials are either too generic to apply directly or so packed with theory that you can’t implement them without rewriting everything.

The Client Communication Sales Playbook™ is different because:

• It’s built for financial professionals, not just “salespeople” in general.
• It’s based on real conversations from over 1,000 advisor interactions and years of training experience.
• It’s immediately actionable, you can open it on Monday and use it with a client on Tuesday.

Early Access: Be the First to Get the PDF Download

Here’s the part I’m most excited about:
You can be among the first to get the PDF version of The Client Communication Sales Playbook™. It’s on the Speak with People store and you can download it today. Just head HERE.

This isn’t the public launch,  it’s early access for my most engaged readers, subscribers, and training participants.

Why grab it early?

• You’ll start implementing the strategies weeks before anyone else
  
  
• You’ll get exclusive bonus access to our September 2 live webinar — The Client Conversation Playbook, where I’ll personally walk you through the frameworks inside the Playbook and answer your questions in real time
  
  
• You’ll be positioning yourself ahead of competitors who are still “winging it” when it comes to client conversations

The September 2 Webinar: Your Shortcut to Mastery

The live webinar isn’t just a walkthrough, it’s your chance to:

• See the frameworks in action
  
  
• Learn how to adapt them for different client personalities and situations
  
  
• Get answers to your specific communication challenges

By the end of that session, you’ll have a clear, repeatable process for building trust faster, closing the trust gap, and making yourself referable without asking.

Your Next Step

You’ve worked too hard to lose business because of average communication. The tools to fix it are here, you just have to take the first step.

Here’s what to do now:

1. Purchase your PDF or Printed version — PDF available on September 2, Printed versions mailing September 15
   
   
2. Save Your Spot for the September 4 Webinar — Free when you grab early access

Your clients deserve more than transactions. They deserve a communication experience that makes them feel known, valued, and understood.

The Client Communication Sales Playbook™ will show you exactly how to make that happen and once you do, you won’t just keep your clients…you’ll keep their trust, loyalty, and referrals for years to come.

By Jason Raitz - CEO, Speak with People  With over 25 years of experience, Jason has spoken from stages across the country, inspiring and motivating his audiences with stories, laughter, and practical tools to succeed. Book Jason for your next conference or workshop.