Financial DNA
What the Advisor Said......What the Client Heard

Tue, 08 May 2007 00:52:00 GMT
Communication is a significant theme in Financial DNA and one that I am often asked to talk about. Certainly, it is a foundational starting point in all of our work with advisors and clients.

How advisors and clients communicate is not only important to the quality of the relationship but also to the quality of the financial decisions that get made. What happens when the communication is poor is that people start making decisions around each other because the trust has been diminished. Also, poor decisions get made because the information has not been heard as intended. The same is true when couples, families, business partners and teams communicate.


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Trust Yourself....Gain Client Trust

Wed, 30 May 2007 00:57:11 GMT
We all know that successful long-term advisor client relationships are built on trust. The question is ... are we as advisors trustworthy?.

There are many levels and dimensions of trust and it can be examined and discussed in many ways. Trust is not just about character, it can simply be about how we act or come across to another person. In the same setting with the same actions, one person may trust you and another may not. So to develop trust with different people you will need to adapt your behavior to meet them on their terms.

In our work of mentoring people based on behavioral styles we teach that for a client (or any person for that matter) to trust you, then the FIRST STEP is for you to trust yourself.


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