/ by Don Connelly / Managing the Relationship / 0 comments
I got a really interesting question from a subscriber named Jeffrey, who said he is a new advisor and he’s having a problem gaining trust with people during the initial visit. He asked if establishing trust up front is possible and if it is, how he can do that. Furthermore, he asked if it is possible to open an account without the establishment of trust.
Listen to this audio episode or read the transcript below to learn Don’s 4 suggestions on establishing trust early on in the relationship.
Read more
Can Trust Be Established Early?
/ by Don Connelly / Managing the Relationship / 0 comments
I got a really interesting question from a subscriber named Jeffrey, who said he is a new advisor and he’s having a problem gaining trust with people during the initial visit. He asked if establishing trust up front is possible and if it is, how he can do that. Furthermore, he asked if it is possible to open an account without the establishment of trust.
Listen to this audio episode or read the transcript below to learn Don’s 4 suggestions on establishing trust early on in the relationship.
Read more