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 [email protected].
What Your Peers Are Reading
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.