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. https://www.financialadvisoriq.com/c/4460534/577254/clients_left_considered_leaving_t heir_survey_finds For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

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