Today we cover another very important question: How often will I hear from you? We love this question because over the years we have heard from so many people "I set my accounts up and rarely hear from anyone". Or, more recently, "I did not hear from anyone when the market went down and I was nervous". We want to make sure that clients are getting the service they deserve, no matter if they have $100,000 with an advisor or $100 million. If an advisor takes on a client, they should be proactive in taking care of that client. That can mean different things to different people, so make sure that you are on the same page with your advisor by asking this question. Question 9 coming your way tomorrow... Make it a great day.
Content here is for illustrative and educational purposes only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.