The advisor-client disconnect has been on my mind lately. I believe it’s an issue for some advisors that can be easily remedied. We reached out to a leading advisor to get his thoughts.
Mike Volner of Volner Financial Group, Inc. Bartlett, TN spoke with us recently to fill us in on how he connects with senior clients and how he avoids the disconnect issue.
“I absolutely love working with seniors,” says Volner, “because they so appreciate what you do for them. They’re easy to communicate with and they have common sense, which isn’t as common as it used to be. “
Volner adds that he “also loves working with boomers because I am one and I understand their challenges and issues. With many of them being a part of the sandwich generation, things are tough for many of them now.”
When asked specifically about the advisor-client disconnect, Volner says: “The biggest reason for the disconnect, I believe, is clients need consistent interaction.”