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Featured Advisor

Kim Butler

Partners for Prosperity, Inc.

City:Mt. Enterprise

State: TX

I have 20+ years of handling alternative investments in cash, growth and income for clients nationwide.  I strive to help my clients with all things financial in every way possible over the phone and the web.  I own an alpaca farm which I enjoy working during my downtime.  I also enjoy gardening, writing and reading books.  I also train other advisors on Prosperity Economics.

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October 9, 2014 Millionaire Fact of the Day




October 9, 2014 Fact of the Day:  $25 Million Plus Investors Prefer Different Communication Tools



Did you know that face-to-face meetings are still the preferred way for those investors with more than $25 Million to communicate with their financial advisors?

Nothing is better than the face-to-face meeting to communicate fully with an advisor.  Just think about it....this person is helping you to make decisions regarding your of the most personal relationships you will ever have....other than with maybe your doctor?

It's often hard to schedule the time to meet with your advisor...but make the effort.  It allows your advisor to ask questions and to take the time to understand what is important to you.

Other communication methods are also important, especially when you can't find the time to meet face-to-face.   Almost 20 percent of $25 million plus investors under the age of 55 like to communicate via email.

How do you like to communicate with an advisor?  Make sure your advisor is willing to meet with you on a face-to-face basis whenever you need to meet.  You are the customer and if your advisor is too busy to meet...find another.  Additionally, make sure your advisor is responsive to your phone calls and to your emails.  Most investors today expect a return call or email before the end of the day....if not sooner.

If your advisor isn't communicating with you in the manner you desire...check out our Best Advisors.