HAVE YOU EVEN HEARD FROM YOUR ADVISER?
Demanding instant responses isn’t realistic at a time when advisers, like the rest of us, are grappling with pandemic-wrought changes. They may be working from home, struggling with unfamiliar technologies, trying to keep their pantry filled and home-schooling their kids. Family members may be ill or at risk. Plus, they may be busy responding to clients who are a lot more freaked out than you are, or at least more vocal about it.
Still, by now your adviser should have checked in with you – and mass communications such as email newsletters don’t count. If you’ve called or emailed, you should be getting responses.
“We return emails and calls within 24 hours,” says Catherine S. Gearig, a certified financial planner with LifePlan Financial Advisory Group in Rochester Hills, Michigan. “We’re reaching out to every client on our roster via telephone to see how they are doing and talking through their concerns.”…
