Rules for YOU as an Advisors’ Client | AdviceIQ

good clientHow can you be a good client? Here is a great summary about what clients should expect from their adviser AND what they should expect from themselves when working with their adviser.  Rules for Advisors’ Clients | AdviceIQ.

One item I would add to the list to be a good client (and a good adviser): Timely Response to each other. Timely doesn’t mean Instantly, an expectation that seems to have been shortened by the wired world we live in.

About Larry Frank, Sr.

Larry R Frank Sr., MBA, CFP®, is an experienced financial advisor and a published author on Retirement Planning Research. Have a financial question? Click Here to Ask Larry

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