The Value of CollaborationHave you ever been in a meeting with a client and realized there were factors in play that you did not know how to address?Did you get a sinking feeling that these issues could negatively impact the family and undermine your work and the success of the plan?As a former financial planner, I know this feeling well. In fact, it helped motivate me to change careers. |
Client LoyaltyJust as advisors want to be seen as providing value beyond investment returns, products, or documents, clients want to be related to beyond the numbers that represent their financial wealth.To engender client loyalty, an advisor needs to excel at the “Six C’s.”1 |