Incorrect. Many are professionals and they make the time to meet at least once a year. When someone sees value in something, they make the time.
I didnt say there was a meeting every quarter, I said there was a discussion in some form whether over the phone or in person.
You would be surprised what you can do when you actually provide a value-adding service instead of assuming they wouldnt have the time to use your offering...
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional