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 ÌÇÐÄÆƽâ°æ. Retrieved July 15, 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. ÌÇÐÄÆƽâ°æ. Accessed July 15, 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. ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 15, 2026. /statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. "Investors Preferred Channel of Communication with Financial Advisors in 2021 by Event Type." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ 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 ÌÇÐÄÆƽâ°æ, /statistics/1098165/tech-tools-ria-client-communication-usa/ (last visited July 15, 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/
