Summerlin Benefits Consulting Q&AAnswer
Oct 22, 2024 - 11:53 AM
ransparency in financial plans is crucial for client understanding and trust. Regulatory requirements ensure advisors provide comprehensive documentation, which can feel overwhelming but serves to protect clients. A good advisor should distill complex information into clear, actionable insights, making it easier for clients to grasp their financial situation. If an advisor fails to communicate effectively or prioritize client needs over compliance, it may be time to reassess the relationship.
