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.
But what about the tools of the web? Blogs, emails, and social media? Do they offer us any help during markets like these? To get a sense of how web-savvy advisors are using the web right now, I reached out and asked. What I found was a number of common approaches and one very uncommon outcome.
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