. Wealth management is no longer just about finances; it is about helping clients make sound life decisions — especially right now, with millions changing jobs during what's becoming known as the "Great Resignation." In many ways, advisors need to act as life coaches, guiding clients through critical decisions in life as they navigate a highly complex world.
that you care for their well-being. Ask your clients the extra questions, get to know them inside out, understand their concerns about life, family and careers, and be their best advocate through their entire life journey. And perhaps most important, remember that trust takes years to build and seconds to break. Treat every client relationship with the care, respect and attention it deserves: Every. Single. Day.
Can they get me these types of returns? Asking for a friend..Invest in yourself first.
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