Sentences with phrase «communicate with a financial advisor»

It is hard to communicate with a financial advisor because they get paid to not understand passive investing.

Such active listening techniques can go a long way toward minimizing misunderstandings and reinforcing effective communication, and you should absolutely incorporate them into the way you communicate with your financial advisor.»

Not exact matches

Indeed, social media helps financial advisors communicate efficiently and easily with clients, and it makes the task of keeping up with industry news easier.

• Communicated with Merrill Lynch Financial Advisors and varying departments within Merrill Lynch Corporate on problem resolution and status.

«Simply knowing what to ask, how to communicate verbally and in writing, how to listen, and how to insist on fairness can make a world of difference in the relationship you have with your financial advisor.