Put it all together for both clients and coworkers to see.
By Martin Bissett
Passport to Partnership
An advisor is trusted when they can show that they
- took responsibility for their end of the bargain in the client engagement,
- educated the client of their responsibilities,
- offered prompting and assistance throughout but then allowed the client to ultimately govern themselves in terms of following through on their commitments.
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This then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.