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Why Prospects Don’t Trust You Or Your Firm (3 of 4)
Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems.
Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.
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By Jordan Haines, CFP®
4.8
3434 ratings
Jordan discusses the third component of client-perceived value: people. In addition to building trust and confidence with prospects, a financial advisors objective is to generate certainty that you and your firm will apply your services to solve their problems.
Jordan also discusses the importance of positioning you and your firm in the minds of prospects compared to other financial professionals.
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