As summer approaches, financial advisors face the challenge of ensuring seamless client service while taking well-deserved vacations.
“It should also include the alternative contacts for who will handle their various needs, such as investments or insurance.” “I’m a big proponent of collaborating with colleagues who specialize in other areas,” she says, so clients have a “full suite” of solutions available. “We also need to employ this line of thought with our service standards.”
“This proactive approach reassures clients, especially those who are less tech-savvy, and ensures they feel supported during the advisor’s absence,” he says. To minimize disruptions, he also advises taking vacations when clients are likely to be on vacation themselves. “The summer and Christmas holidays are typically the best times,” he says.