The preferred communication method noted by survey respondents for the majority of events was in-person meetings. Market disruption was the only event category in that respondents noted in-person meetings as their second preference placing phone calls as their primary choice.
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CFA Institute. (April 18, 2022). Investors preferred channel of communication with financial advisors in 2021 by event type [Graph]. In ÀÖ²¥´«Ã½app×îа汾. Retrieved August 18, 2026, from /statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. "Investors preferred channel of communication with financial advisors in 2021 by event type." Chart. April 18, 2022. ÀÖ²¥´«Ã½app×îа汾. Accessed August 18, 2026. /statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. (2022). Investors preferred channel of communication with financial advisors in 2021 by event type. ÀÖ²¥´«Ã½app×îа汾. ÀÖ²¥´«Ã½app×îа汾 Inc.. Accessed: August 18, 2026. /statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. "Investors Preferred Channel of Communication with Financial Advisors in 2021 by Event Type." ÀÖ²¥´«Ã½app×îа汾, ÀÖ²¥´«Ã½app×îа汾 Inc., 18 Apr 2022, /statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute, Investors preferred channel of communication with financial advisors in 2021 by event type ÀÖ²¥´«Ã½app×îа汾, /statistics/1098165/tech-tools-ria-client-communication-usa/ (last visited August 18, 2026)
Investors preferred channel of communication with financial advisors in 2021 by event type [Graph], CFA Institute, April 18, 2022. [Online]. Available: /statistics/1098165/tech-tools-ria-client-communication-usa/
