Its the beginning of a new quarter. Do you know how your investments are doing? Has your advisor called up to check on your needs, or to answer any questions you may have found on your statement? Do you know how many trades you had in the last quarter?
Most advisors worth their fee are itching to make contact with their clients. The number one reason is transparency. Good Advisors want to be as open as possible. They also want their clients to feel at ease, because client – advisor relationships should be key to all advisors.
Signs your advisor cares:
1) takes you to a meal either quarterly or every 6 months to touch base
2) invites you to client appreciation get togethers.
3) Calls periodically on your anniversarys .
4) Refers business or pertanant services to you.(keeping what benefits you front of mind)
5) Invites you to his/her personal social gatherings.
Its your money and your retirement. The person handling it should care about you.
Get Retirement Right 