Updated October 6, 2023, at 10:32 AM
What are your clients saying about your performance?
What are they really wanting from you as their advisor?
Let’s face it; dealing with people’s hard-earned money involves a lot of work and responsibility. As a financial advisor, you must protect the best interest of your clients, every time. As well-intentioned as you may be, this “pressure” puts you under the spotlight with your clients.
They want to know that you’re the best person to handle their money, and they expect a certain level of satisfaction with your overall performance as a financial advisor. Which begs the question…