Investors and Advisors do not agree on the best methodology for contact

Over half of financial advisors, 57%, prefer face-to-face meetings and updates with their clientele, according to a research report from State Street Global Advisors and @ Wharton, which is affiliated with the Wharton Business School at the University of Pennsylvania. Only one-third, 34%, of investors agree that their preferred method of contact is face-to-face. Investors, by a plurality of 41%, prefer email updates from their advisors.
For more analysis on this important research, look out for the final segment of our three part series on Building Successful Client Relationships coming this Thursday.