As is hopefully evident by my blogging activities, I communicate regularly with clients via technology (email is my preferred communication method besides mobile phone - Whatsapp).
My experience is that it is very, very difficult for financial advisors and investment managers to actually perform their job if they are on the phone or in meetings all day, every day.
Because of this, I block off 2 1/2 days per week to handle client meetings.
The rest of my days are spent doing research and producing more valuable content that will benefit my clients.
Many of our clients are from Penang and KL, but many are from all over Malaysia, and we work together virtually. Under this arrangement, we use web conferencing, phone, and email to regularly communicate.
If you’re the person that feels the need to be constantly on the phone with your advisor, then we probably aren’t going to be the best option for you.
It has been my experience that phone conversations without a clear “plan of attack” often deviate from what my primarily role is: helping my clients achieve their goals.
That is very different from having a scheduled phone appointment where we have a specific list of talking points that we need to address on that call. Those calls are highly efficient, and are strongly encouraged.