The C Client Time Suck

Published Wednesday, July 01, 2009

These days, financial advisors are facing a huge time crunch. Both their best and worst clients are beating down the door for extra attention, as they seek to repair the damage done to portfolios and retirement plans last year. In a post-Madoff world, prospects have become more skeptical of a financial advisor's bona fides and take a lot longer to woo. And, in a volatile and uncertain market, selecting investments and managers has gotten more complex and time-consuming. This means FAs face some tough choices about where to spend their energy — and on whom. ...

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