Do you have the traits of a trusted advisor?

After reading the Senior Survey, I reached out to a group of advisors to hone in on what the traits are of a trusted advisor.

• Has staff answer the phone with “how can we serve you”
• After every meeting tells clients that he appreciates them
• Has implemented a “carrier ethics board” which reviews financial carriers every quarter
• Gives each prospect a CLIENT BILL OF RIGHTS
• Promotes other community businesses within his own practice
• Improves the lives of not only clients but of hundreds of other advisors who need one-on-one assistance in how to shorten the learning curve of running a seminar style practice
• Puts prospect (and client) before product
• Take care of your clients through clear communication and face-to-face meetings
• Help the clients reach “their” financial goals
• Dedicate yourself to customer service
• Provide educational seminars where teaching is the key not sales
• Ask questions and find out what the client really wants
• Make sure the client understands all the products and services you offer
• Listen to your clients!

This is only a snapshot in time, a work in progress, so please add your own traits of a trusted advisor below.