Good article from Tessie Sanci of Investment Executive this past month
“Your high net-worth clients are looking to simplify their finances and their lives. Finding a trusted advisor can help to co-ordinate all their financial affairs – and make life easier.”
Life is BUSY. We think ALL clients are looking to simplify their financial affairs.
In this article, Tessie refers to the David Maister, Charles H. Green & Robert M Galford book…”The Truted Advisor” where the authors outline what they see as various levels of Advisors providing professional services. I read this book many years ago when building up my accounting firm & yes it made a difference. The opportunity is there in many professions to become more than simply a vendor who performs the required and needed tasks related to his or her profession. A Trusted Advisor however, is one that becomes a “valuable resource” that can be consulted on strategies not solely related to the advisor’s specialties.
“Giving in order to receive (eventually)” helps build client trust. Becoming a resource for your clients helps build their trust and helps them simplify their lives. That’s valuable. Sanci quotes Francis Sabourin who is an advisor with Richardson GMP Ltd. in the article ” It’s a good way to show (clients) that I care…It’s not always about investments”
LegacyTracker is also a resource for clients as well. Our online solution helps your clients simplify their busy lives by having one safe place to simplify, safeguard & share their important financial, estate & legal details from.
Read the entire article here from Tessie Sanci in the Investment Executive