What Web-Savvy Advisors Are Doing Right Now

It's hard to argue that markets like this don’t 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? What’s the right way to stay in touch? Many advisors answer these questions with a mix of proactive outbound calls and responses to inbound calls. 

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Comments (1)
In reality, it's not quite that simple. Unrelated to the current volatility, Cathy has put a lot of time and effort into her website, blog, and social media presence. This olejki do e-papierosow makes her very "findable" online. So when local investors turn to the liquidy web, most likely in the form of a Google search, to find financial help - they find Cathy. The more market volatility causes investors to look for help, the better.

Posted by misiek m | Tuesday, April 02 2013 at 5:24AM ET
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