To Boost Their Service, Advisors Take Small Steps With Big Results

April 3, 2020

Investors Business Daily square logo

“The No. 1 reason that clients fire their advisors is when advisors don’t reply within two to four hours to calls or emails,” said Dan Baccarini, managing director at Beacon Capital Management in Dayton, Ohio. “Once you go over four hours, about one-third of clients won’t be happy with you.”