Trust is the foundation of success in financial advice.
According to research from Vanguard, there are countless business benefits that stem from creating trust:
Other research has found that trust is the #1 characteristic clients look for in a financial advisor.
But how can you quickly instill trust into the conversation with a prospective client?
How can you consistently build trust throughout your relationship with a current client so they refer more and follow your advice?
Mary Schmid will explain how to conduct conversations that quickly and consistently build trust with clients and prospects.
In this episode, we discuss:
*The featured partner for this episode is Knudge, an automated system to help clients follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode, check out www.wiredplanning.com/episode57
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
*Follow Brendan for insights on mastering the human side of advice: