This one is for the Financial Advisors The greatest value you bring to the table is in helping your clients find clarity about what is most important to them in their lives and to make the decisions necessary for them to get to where they want to be.
This is especially true in the good years, as it becomes so easy for an Adviser to use the returns as a leave pass for their review and the necessary restatement of value.
Be explicit about your value and take control of the value perception in your relationship with clients.
If you are stuck and need clarity, then get help, because you don’t have time to be in that place.
I am building a community of Advice & Service Firm Owners who are committed to accelerating every element of their businesses and to building their profiles through authentic leadership, innovation, and mutual support.
Want to learn more? Why not come along to our Roadshow – Trust Reach Influence.