Frequency of Investment Results Monitoring

While clients are usually discouraged from frequently monitoring investment results (it can result in short-sighted decisions and hurt overall investment performance), it’s important for advisors to keep tabs on investment performance so they’re well-prepared to address client concerns and adjust investments if appropriate. Data indicates that the majority of customers (55%) log in less than once per week! You should be checking investment results at least as frequently as your clients so that you’re never behind the ball if they call to ask questions. This also allows you to take a proactive approach with your clients in the event of an extreme or sudden change in performance.