Changing Advisors

Something More with Chris Boyd · Apr 8, 2024

Changing Advisors – Chris Boyd and Jeff Perry dig into a recent survey which indicates that approximately 75% of financial planning clients considered changing their financial advisor last year (see link below). Chris and Jeff provide responses to the various parts of the survey, including that 61% of clients said they prefer to hear from their advisors via email, while 41% say they would rather talk over the phone, and 38% say they would like a face-to-face meeting with their advisor. Chris and Jeff provide commentary on the importance of a financial advisor knowing the client's goals…