Episode Details

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You Asked, Chris Casey Answers… How often should your financial advisor actually be calling you? Chris Casey joins Maggie Lake to break down the four factors that determine communication frequency: client preference, portfolio complexity, market conditions, and investment activity. He explains where most advisors drop the ball, why picking up the phone is a lost skill, and what clients can do to get more value from every interaction. If you've ever wondered whether your advisor is doing enough, this short conversation gives you the questions to ask and the expectations to set.

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