Financial advisors – give me your contact details

Estimated reading time: 1 min

Here in New Zealand giving a personal referral introduction for new clients is common.   And recently I

Not a mug

Not a mug

asked for help with some financial advice.  I was given three names.

Then I hit a wall.

None of the firms had the personal contact details of their team on the website.

Two people had Linked In profiles I could connect with – but of course, until they connect back to you it’s not possible to see their contact details.

I was left with the website telephone number as the only way to get in touch.

Make it easy for me

Please would you all make it plain and easy for me to get in touch with the named person?

Why is this hard?

Surely each person wants to get in direct contact so they can start a discussion with minimal delay?

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Name and shame the advisors.

 

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