Don Connelly & Associates

AUGUST 14, 2023

We spend a lot of time and space here harping on the importance of client communications because, more than anything else you do in this business, it can make or break you. We’ve discussed that 72% of clients who fire their financial advisors do so due to poor communication.

Communication 52

Communication Financial Advisor Clients Management 52

Don Connelly & Associates

AUGUST 14, 2023

We spend a lot of time and space here harping on the importance of client communications because, more than anything else you do in this business, it can make or break you. We’ve discussed that 72% of clients who fire their financial advisors do so due to poor communication.

Communication 52

Communication Financial Advisor Clients Management 52

Brown Advisory

APRIL 20, 2022

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52