He uses everything: email, phone calls, stuff that comes in the mail. He's very proactive when it comes to communicating. He'll even text me if it's something really important. He's very into staying in touch with his clients. Honestly, I sometimes wish he wouldn't send me so much stuff!
Andrew, 64, Mandeville, La.
Our advisor is kind of old-fashioned. He has a small practice, mostly just family and friends really, so he doesn't have a lot of expensive computers and jazzy equipment. If he needs to get in touch with us, he just calls. And we prefer it that way, really. With him, we know we're not just a number.
Dolores, 60, Half Moon Bay, Calif.