Please explain how frequently do you communicate with your clients? Do you proactively send out rationale for buy/sell decisions?
Submitted by: MuhammadYour advisor should focus on delivering proactive and transparent communications to clients. For example, our firm sends out trade notifications that explain every buy and sell decision. In addition, we send out a weekly market commentary, a monthly investment outlook and a quarterly market outlook video, along with several education videos, strategy fact sheets, industry updates, insightful statistics, informational whitepapers and more.
Making these types of resources available to clients will help educate investors and give them the information needed to know that we are actively monitoring their accounts.
Submitted by: Muhammad
Making these types of resources available to clients will help educate investors and give them the information needed to know that we are actively monitoring their accounts.
Submitted by: Muhammad
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