It's hard to argue that markets like this dont take their toll on advisors and clients alike. Managing client expectations is challenging enough already, let alone in the midst of all this volatility. How much communication is enough? Does every client need a call? Whats the right way to stay in touch? Many advisors answer these questions with a mix of proactive outbound calls and responses to inbound calls.
What Web-Savvy Advisors Are Doing Right Now
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