Why Some Clients Love Their Advisor
The latest guest post by Don Connelly for FA Magazine is about what makes some Financial Advisors so special; why some clients love their Advisors. Here is how the blog post goes.
When I speak at client events, I arrive early and stay late. I have fun chatting with clients. I like to know what’s on their minds. Their concerns are varied yet predictable. There are rarely any surprises. I am especially interested in the relationship between the clients and the advisor. For whatever reason, the advisors who tend to do client appreciation events are seasoned, so the relationships often span several years. The clients’ feelings are almost always positive and their admiration for the advisor evident. They are not disgruntled or they wouldn’t be at the event. Again, no surprises, for the most part.
Once in a while, however, I do get surprised by seeing something out of the ordinary. I come across situations where the clients don’t just admire their advisor. They love the advisor. They love their advisor so much that they would feel guilty even thinking about doing business with someone else. Their advisor is special and the relationships are hallowed. People literally say, “We love our advisor.” I’m sure you will not be surprised when I tell you that the bigger the love, the more engaging the personality. The more engaging the personality, the more successful the advisor.