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Article Date: 06/17/2019

President's Blog: Who's Calling Me Back?

When investors contact their advisor, they demand answers. Advisors must make certain that all calls, e-mails, texts and social media messages get a response.
But a busy advisor could spend all day responding to individual requests for information, leaving precious little time for extensive meetings with clients (which most clients also want) ... Log in to view full article.

 

 
 

 
  


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