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106 Things We Do For Clients, No. 71

No. 71 of 106 Things We Do For Clients

Actively keep in touch with you.

One of the major complaints we hear about financial advisors is “I never hear from them unless they want to sell me something.” Financial advisors who “sell” only their advice will reach out to you continually to keep abreast of changes in your financial situation. Examples of this are gathering information that will affect annual updates to your financial plan, such as current insurance statements, tax returns, account statements, and valuations of real estate and business interests. We stay in touch with clients continuously so we can keep their financial plans up to date and relevant.

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