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Financial Planning > Trusts and Estates > Trust Planning

Advisor alert: You win with trust

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It’s clear. The results are in. Overwhelmingly, seniors are telling us that “trust” is the number one factor that earns (and keeps) their business.

We wanted to hear what you think about this finding and surveyed many of our readers on the subject of trust, how you perceive it and what you do to gain trust. More than 100 responses came in and we plan to release them soon, but here’s a little sneak peek to tide you over until then.

What can you do or are you doing to gain/regain the trust and confidence of your clients?
Our first appointment is no charge. It’s a chance to get to know each other and state how we do what we do. Also it’s an opportunity to find out what the prospect is looking to receive in the form of advice, input and guidance from their advisor. With existing clients we keep in touch on the phone, via our newsletter and periodic appointments to keep up to date on their needs and their concerns.
–Gerald W. Nannen

Because I communicate with my clients all of the time, I have never lost their confidence. With my prospective clients however, I highly encourage them to contact the Department of Insurance, the Department of Corporations, the Chamber of Commerce and the BBB along with offering client referrals. I promote the fact that it only takes one irritated client to complain to any of these institutions for it to blemish my record and I have never had a complaint.
–Anthony Saccaro

My clients are still satisfied because they have not lost a dime in the market. I only sell fixed annuities.
–Sarah Delk

First, listen to clients’ questions, concerns and needs particularly in today’s economy. Secondly, answer clients’ questions and offer possible solutions to these issues.
–Robert Mischke

Constant contact! Phone calls, mailings, meetings, etc. I try to put things in perspective, while showing I understand their fears and concerns.
– Stephen Vachon

If you have good ideas on gaining trust with your clients, use the form below to add your comments.