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Fastest-Growing Advisors Contact Clients More Frequently
- by: Hank Berkowitz
- December 14, 2018
No CommentsNew research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that it pays to reach out and touch people. According to TFAF, higher performing advisors are more likely than other advisors to contact clients more than once per month. For example, nearly three in five firms (58%) expecting double-digit growth in 2019