Archive for Trusted Advisor Client Conversations

 In today’s chaotic financial environment, where people in general are feeling unsafe to take risks, a successful advisor needs more than the usual toolkit of sales and business skills to survive.

The number one business survival skill… is not sales, marketing, financial or time management. It isn’t emotional intelligence or customer service. And, it’s not social media savvy. Read More→

The third “test” clients use to determine if they trust you…and the unasked question…

Do your clients trust you? There are 3 “tests” clients use to determine how well they trust you as their advisor – and how likely they are to remain with you during market upheavals.

Here is the first test of trust you need to ace with clients:

Here is the second test…

Stayed tuned for the third test ….