You’re going to have some incredible opportunities to grow and learn at our 2020 event workshops… but this week we’re highlighting one of our most requested and most popular workshops: Destination Retirement: Are We There Yet? Why is this workshop so popular? Simple –...
DYADT: How Often Does Your Advisor Reach Out To You?
On average, our clients hear from the Annex team at least 100 times a year – for all sorts of reasons.
Clients will receive a regular check-in from the service team, the Axiom, or invites to educational events, along with quarterly performance reports and statements. If the markets experience an especially tumultuous move, Annex Wealth Management clients often receive an update from Annex to explain where we are and where we think we’re headed.