What virtues do clients seek in financial advisors?
Million Dollar Round Table (MDRT)
AUGUST 13, 2023
You’re ethical. You and the client are on the same side of the table. Honest clients want to work with other people who share that value. This can be a career-ending event for the client, even if the advisor was the source. Clients want someone who knows and follows the rules. Communication. Confidentiality.
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