Wealthy Investor Series: Communicating with Advisors and Providers
Communicating with Advisors and Providers examines the mechanics of investor-advisor communication. Does it occur via telephone, email, texting or social media? Is it daily, weekly, monthly or less frequent? Is it frequent enough And when it happens, is it satisfactory?
Investors describe their preferred method of communicating with their advisor, as well as rate their advisor’s own communication skills and practices. The result is a clear picture of what advisors should expect from investors in terms of reaching out and receiving messages and inquiries.
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