Sean Brown, YCharts CEO, maintains that the ongoing bull market has allowed advisors to get away with inadequate communications.Last modified on Wednesday, 11 December 2019
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Clients Want Better Communications with Advisors
- Wednesday, Dec 11 2019
- Practice Management
- Written by PFA News
In a recent study sponsored by investment research platform YCharts, nearly 64% of survey respondents said their advisors contact them 'infrequently' or 'very infrequent.' Among those individuals, 66% said more frequent conversations would improve their confidence in the investment professionals that they use. So reports Financial Advisor.