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Changing Advisors

Something More with Chris Boyd

Release Date: 04/08/2024

Changing Advisors – Chris Boyd and Jeff Perry dig into a recent survey which indicates
that approximately 75% of financial planning clients considered changing their financial
advisor last year (see link below). Chris and Jeff provide responses to the various parts
of the survey, including that 61% of clients said they prefer to hear from their advisors
via email, while 41% say they would rather talk over the phone, and 38% say they would
like a face-to-face meeting with their advisor. Chris and Jeff provide commentary on the
importance of a financial advisor knowing the client’s goals, fears, tolerance to risk, and
legacy desires.
For more information or to reach Chris Boyd or Jeff Perry, click the below link: