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December 20, 2012 at 02:28 PM
In light of market volatility on Wall Street we asked advisors if they have taken on more of a teaching and education role with their clients. Below are highlights from the information we’ve gathered so far from advisors:
“I have always taken on the role of educator to the people I work with. I think that is so important.”
“I was always in teaching and coaching mode. I feel it as necessary to doing proper business and due diligence.”
“I will sit down with my clients and show them step-by-step my processes and explain to them in very specific details about what we will be working on.”
“I am finding more often I need to prove the stability of a carrier, even those with world-known reputations.”
“In our practice, we have weekly training classes for our agents.”
“As for in-house, we coach to the skill set employees have, then we grow them from there. We coach clients towards the things that matter most to them, discussing the things they use the most in the order that they use them: health, life, building assets, protecting assets, not outliving their income.”
