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Featured Advisor



Ed Meek
CEO/Investment Advisor

Edge Portfolio Management

City:Winfield

State: IL



BIOGRAPHY:
At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, playing and following basketball, playing golf, and participating as an advisory board member for Breakthrough Urban Ministries.

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September 29, 2014 Millionaire Fact of the Day


 

 

 

September 29, 2014 Fact of the Day: Response Times Clients Expect From Their Advisors

 

 

Responsiveness for financial advisors and providers is essential to Millionaires.  Millionaires expect timely responses from their advisors.  About one-third are comfortable with their response by the next day, but the majority expects the reply within five hours and that's just for phone calls, email replies should be even faster.  How fast would you expect your financial advisor to get back to you?  With the onslaught of social media and texting, it is easy to believe that younger generations are going to be even more demanding.  Did you know that the number one reason investors fire advisors is not due to investment performance but due to lack of responsiveness?

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