Aug 10, 2023

InvestmentNews: How communicating expectations makes a good advisor

Happy couple meeting with an advisor and reviewing paperwork

Most advisors work hard to help clients reach their financial and investment goals. But it can be when investments dip, especially in the early days of the relationship, that fissures in the partnership can appear. In his July 26th, 2023, InvestmentNews practice management column, “How communicating expectations makes a good advisor,” Allworth Co-CEO Scott Hanson explains how it is up to advisors to let their clients know from the start about expectations, and about the services and communication patterns you will and will not provide.

Read the full article at InvestmentNews.