Enough already with all the news about how advisors are doing the wrong thing. Why don’t we hear what clients like about their advisors for a change? Does that sound like a good plan?
To get that information, we canvassed hundreds of senior clients in a recent survey and got their thoughts on the things they really like about their advisor. Following, you will find highlights from their responses.
If you have interesting stories about making a connection with your client, please leave us a comment below or send me an email at firstname.lastname@example.org.
He’s one of the good ones. When we first started working with him, he sat us down and explained to us right up front how much he makes off various financial products, laid it all out for us. He told us that he wanted everything to be transparent for us. He also said that he would recommend the products that were best for our specific situation regardless of what was in it for him. Financial planning is his second-act career, and he went into it because he wants to help people.
Highland Park, Tex.
He’s cute! And a real sweetheart, too. He’s a devoted family man to his wife and daughters—the ideal man, I guess. We met him through our church. They were having a financial planning day, where different experts were offering free advice. That’s how we met him. He’s just a really good man. That’s what I like best about him.
We really like that our financial professional does it all. He’s very well rounded. He’s got a CPA as well as a CFP and some other designations, too. So, all our finances are taken care of in one central location. We don’t have to talk to anyone but him. It’s much simpler that way.
That’s easy: his honesty. We have worked with [our financial advisor] for over 12 years, and he has proven himself to be on the up and up. He’s got a huge practice—lots of clients—and I know it’s because of his high morals. I know it’s unusual to say that about anyone in the financial industry these days, but he’s a real gem.
Indian Wells, Calif.
For more from Daniel Williams, see: