Clear, simple communication is one of the most powerful skills a retirement plan advisor can have. In a world overflowing with emails, texts, and updates, if your message isn’t easy to understand, it’s easy to overlook. Many advisors fall into the trap of overexplaining—using jargon or long, technical updates that busy plan sponsors and participants don’t have time to read.
Experts agree: keep it short, clear, and focused on what matters most. Lead with the key takeaway, use plain language instead of industry buzzwords, and make next steps simple—like including a brief checklist or summary.
The goal isn’t just to sound professional—it’s to build trust. Advisors who communicate clearly help plan sponsors make better decisions, strengthen relationships, and improve outcomes for employees. In short, good communication doesn’t just share information—it creates connection.
Read more insights in Fred Barstein’s latest article, “How Advisors Can Communicate More Effectively.”
