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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Chapter 18. Accessibility

Your ability to communicate with your advisor is key to your own financial success. It is important that you understand how you and your advisor will best communicate: in person, via the telephone, through email, by traditional mail, or a combination of these mediums. As an advisor, I find email is a great way to communicate and maintain documentation of action items although investment orders cannot be given over email or voicemail and not all of my clients even have email. I also find email to be impersonal at times, and I like to talk with clients on the telephone because I can get more of a sense of their moods and how they are doing. During my face-to-face meetings, I feel we accomplish the most, typically because ...

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