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How Fast Should Financial Advisers Return Phone Calls?

Posted by: Lauren Young on July 27, 2009

The simple act of returning phone calls promptly is the most important action a financial adviser can take, according to a survey from Spectrem Group.

When asked about an acceptable timeframe for a return call, the biggest response (36%) was “one to three hours;” another 51% responded to various timeframes of less than one day; just 13% said “more than 24 hours” is acceptable.

Have you called your financial adviser lately? How quickly did he or she return your call?

Reader Comments


July 27, 2009 4:55 PM

With an open time frame and no indication of "routine" or "urgent", the mere nature of consulting says you get back ASAP, probably during that business day, if not before the close of that market day. Anything less is either irresponsible or sloppy, IMO.

Visit me sometime @



July 27, 2009 5:16 PM



July 27, 2009 5:20 PM

How fast ahould you skim over your article before you post it?



July 27, 2009 5:54 PM

Kudos to Lauren for the fast fix.

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