It’s clear in todayโs debt-centered economy that the role of an advisor is essential. And with that, client relationship-building is just as essential.
Helping people become more aware of their habits in the area of finance is truly a worthy profession; however, giving financial advice is not just about being an expert in the money market.
When you’re dealing with people and the tool (money) that defines their livelihood, it’s essential that you have the right skill set in place. To help yourself, you need to help your clients first.