D&S: Dividing your time
Advisor.ca, Leigh Doyle
Could how much you manage as an advisor dictate what you need to talk to your clients about? It seems there might be a connection, according to this year’s Dollars & Sense survey.
The survey revealed that what advisors spend the most time talking to their clients about often depends on the value of their assets under management (AUM). The five most mentioned areas of discussion were: investment portfolio planning/asset allocation; investment research and selection; life, health or disability insurance needs; post-retirement income needs; and trusts and wills.