Summary: Many financial advisors reason that their high net worth clients prefer meeting only one or two times a year because the advisors have difficulty scheduling more frequent meetings with them. They are busy people, but in many cases, the reason for the reluctance is that the clients are not experiencing valuable results for the time expended.
 The seasonal service model is one that benefits both advisors and clients alike, and one that advisors should consider as they continue to seek ways to improve upon service to their clients..”Bill Snyder, practice consultant for the Business Management Services (BMS) model, 1st Global. |
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