A potential client is growing uneasy because they haven’t heard from their advisor in over a year—not even a check-in or market update. They’ve left a few voicemails, but it always feels like they’re chasing the advisor for basic information. They're starting to wonder: Is anyone actually paying attention to my money?

The Question They Should Ask:
“How often will I hear from you? And how will I know if something needs to change?”

One Possible Answer:
"If you ever need anything, just reach out."

How to Interpret It:
That response sounds fine on the surface, but it puts the responsibility on you to initiate the relationship. A better experience means your advisor is proactive: checking in when markets shift, when opportunities arise, or when life changes happen. At my firm, we start with a clear plan and a thoughtful investment strategy tailored to your goals and timeline. We review no less than annually, and I stay in touch regularly through personal outreach, a weekly email newsletter, and my podcast—so you never feel in the dark or forgotten.