Where Most Financial Advisors Drop the Ball | Chris Casey

Wealthion - Be Financially Resilient · Apr 17, 2026 · 7m

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You Asked, Chris Casey Answers… How often should your financial advisor actually be calling you? Chris Casey joins Maggie Lake to break down the four factors that determine communication frequency: client preference, portfolio complexity, market conditions, and investment activity. He explains where most advisors drop the ball, why picking up the phone is a lost skill, and what clients can do to get more value from every interaction. If you've ever wondered whether your advisor is…