In the wake of the economic downturn that pummeled markets and investor accounts, you might think advisors would have learned the importance of maintaining contact with clients. And that proactively getting in front of prospects is critical to finding new business and keeping existing clients.
But you'd be wrong, at least according to a recent survey by SEI, a provider of wealth management platforms for advisors. Its poll shows that 62% of financial advisors don't communicate with their clients on a regular basis even though they acknowledge that this flaw is their greatest failing in providing service.
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