/ by Don Connelly / Managing the Relationship / 0 comments
If you tell a client you will do something and then you don’t do it, you will sooner or later lose that client. Your dependability will be questioned.
Think how many times over the last six months people have told you they would do something and then failed to do it. If you do that same thing twice, even over a year or two, you will be deemed at first blush to be undependable.
That is a giant step toward being viewed as not trustworthy.
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Not Following Up Is the Second Most Common Reason Advisors Get Fired
/ by Don Connelly / Managing the Relationship / 0 comments
If you tell a client you will do something and then you don’t do it, you will sooner or later lose that client. Your dependability will be questioned.
Think how many times over the last six months people have told you they would do something and then failed to do it. If you do that same thing twice, even over a year or two, you will be deemed at first blush to be undependable.
That is a giant step toward being viewed as not trustworthy.
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How to Convince Someone to Trust You
/ by Don Connelly / Managing the Relationship / 0 comments
Whether you’re a new or well-established advisor you may find it difficult to establish trust. It’s incredibly difficult to develop trust quickly. How can people know whether you’re honest, sincere and trustworthy when they first meet you? And people today tend to suffer from an inherent lack of trust. Their belief systems about investing have been shattered by a seemingly endless stream of bad news.
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