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May 02, 2012 at 03:00 PM
Are you listening to your clients? I mean, really listening to their biggest concerns? In a recent survey, we reached out to senior consumers to get an idea of how they feel their financial advisors are listening to them. Highlights of their responses are posted below. If you have insight on listening to your clients, please add them to the comments section.
Do you feel your concerns are heard by your financial advisor?
Sure, he listens. He’s real interested in knowing what our expectations are. He always takes time to ask us what our plans for the future are. And he always asks us if we feel comfortable before he makes any changes to our portfolio. So, yes, I feel like he’s very concerned about making sure we’re heard.
Claude, 76
Mercer Island, Wash.
No, not really. He sort of just does what he wants to do and then informs us of it later. But, when we set up our financial plan, he asked us how involved we wanted to be, and we told him we were paying him to worry about it so that we wouldn’t have to. So, I can’t really fault him for not running every sale by us. That’s not what we wanted.
