Our very own Director of Client Engagement, Jennifer White, was recently featured in an issue of RIA Intel. The article discusses the ideal frequency for advisors to meet with clients and the importance of defining communication standards.
Jen comments on the best practices for advisors working with "high-level-executives" from her personal experience with prospective and current clients. At BlueSky we strive to always be available to our clients and to make the most of their valuable time. That is why the number of in-person or virtual meetings we offer corresponds with the needs and availability of the client.
To read more of Jen's comments, click here.