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Latest News

Patti Brennan Conducts “Communicating with Clients” Session at eMoney Summit

Key Financial has been recognized as one of the Best Financial Planning Firms in the nation. Patti was asked to conduct a breakout session at the eMoney Summit where she outlined “Best Practices” in communicating with clients. She believes it is important for clients to know she and her team are working behind the scenes at all times for her clients, but never to assume that they know that. “You have to show them by reaching out”, Patti explains. Investment News interviewed Patti as she emphasizes the importance of being available to clients in a way that they like to be communicated with – whether it is through snail mail, email, social media or video; with timely “game day” communications during crisis.