Advisor Tip: Clients look to you for answers, especially during uncertain times. Explain your process for filtering news so they know they’re getting reliable, unbiased advice. I always recommend that advisors ask clients to check in with them on news that “rattles.”
These roles—listener, educator, caretaker, wealth coach, architect, and expert—are more than just titles. They are the ways advisors build trust, help clients reach their goals, and create their unique “advisor brand.” By wearing these hats, advisors manage money and guide clients through their financial journey. And it’s this that will have clients speaking about you, your process, and your accomplishments to friends and family.
These roles, which we play in the service of our clients, combine our technical knowledge and experience of how dollar signs relate to our clients’ lives.
How we carry ourselves when wearing these various hats creates our unique advisor brand. We uniquely guide clients through their specific financial journey. And it’s this that will have clients speaking about you, your process, and your accomplishments.
Jeff Thorsteinson is a partner in Advisor Practice Management, an organization that helps financial advisors build world-class practices through innovative concepts, tools, and systems. Jeff works with individual advisors, investment dealers, insurance firms, and fund companies. For more information about Advisor Practice Management, contact [email protected] or 1-800-223-9332, or visit the website at www.advisorpracticemanagement.com.
