Got an account in the red for the year? Dropped some iffy advice? That can be forgiven. But wait too long to call that millionaire client back and you might be out an account.
Not returning phone calls in a timely manner topped the list of reasons for client’s changing their advisor according to a recent survey by Lake Forest, Ill.-based consulting firm Spectrem Group. As uncertainties like elections and the fiscal cliff draw closer, a high level of responsiveness will be paramount to clients.
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