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Scott Schiller and His Biggest Lessons on Rebuilding Client T.R.U.S.T. | Episode 20
Host Scott Carley welcomes wealth advisor Scott Schiller back to the podcast for a candid discussion on one of the most critical elements of any relationship: TRUST
Using the framework of Scott Carley's "Trust Credit Score," Scott Schiller shares unfiltered, real-world examples from his 20 years in financial services, including times when trust was fractured and what it took to rebuild it, as well as when to walk away.
In this episode, you will learn: - The 5 Pillars of the TRUST Acronym: Understand the components of the "Trust Credit Score" that dictate the health of any professional relationship. -The Compensation Conversation: A surprising story of a client who walked away over a typical fee-based model, and the crucial lesson learned about transparency and asking the right questions upfront. -Why Integrity is Non-Negotiable: Hear about the time Scott Schiller chose honesty over a new client by refusing to promise unrealistic double-digit market returns. -Rebuilding from Negative Trust: How patience, actively listening, and letting a client "vent it out" can rebuild a relationship that started with a bad experience from a previous advisor. -The Long Game: Why a financial advisor's career is a lifetime relationship and how a commitment to honesty and the right core values forms the ultimate brand reputation.
Key Takeaways & Additional Information: -The TRUST Acronym: True Motives, Radiance, Underlying Core Values, Skill Set/Expertise, and Track Record. -Scott Schiller advises listeners to never be afraid to ask a financial planner: "How do you get paid?"
Scott Carley will be speaking at the Center for Coaches and Organization (CCO) Summit this April on "Breakthrough Kinetic Leadership." Detail and registration: https://www.centerforcoachinginorgs.com/2026-summit/
Contact Scott Carley, The Change Energizer: https://calltheenergizer.com/
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By Scott CarleyHost Scott Carley welcomes wealth advisor Scott Schiller back to the podcast for a candid discussion on one of the most critical elements of any relationship: TRUST
Using the framework of Scott Carley's "Trust Credit Score," Scott Schiller shares unfiltered, real-world examples from his 20 years in financial services, including times when trust was fractured and what it took to rebuild it, as well as when to walk away.
In this episode, you will learn: - The 5 Pillars of the TRUST Acronym: Understand the components of the "Trust Credit Score" that dictate the health of any professional relationship. -The Compensation Conversation: A surprising story of a client who walked away over a typical fee-based model, and the crucial lesson learned about transparency and asking the right questions upfront. -Why Integrity is Non-Negotiable: Hear about the time Scott Schiller chose honesty over a new client by refusing to promise unrealistic double-digit market returns. -Rebuilding from Negative Trust: How patience, actively listening, and letting a client "vent it out" can rebuild a relationship that started with a bad experience from a previous advisor. -The Long Game: Why a financial advisor's career is a lifetime relationship and how a commitment to honesty and the right core values forms the ultimate brand reputation.
Key Takeaways & Additional Information: -The TRUST Acronym: True Motives, Radiance, Underlying Core Values, Skill Set/Expertise, and Track Record. -Scott Schiller advises listeners to never be afraid to ask a financial planner: "How do you get paid?"
Scott Carley will be speaking at the Center for Coaches and Organization (CCO) Summit this April on "Breakthrough Kinetic Leadership." Detail and registration: https://www.centerforcoachinginorgs.com/2026-summit/
Contact Scott Carley, The Change Energizer: https://calltheenergizer.com/