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Bridgeway Learning Systems Blog

We're famous for our cold winters up here in Minnesota.  Despite the cold weather, we don't stay holed up in our houses all winter.  I love ice fishing.  To the uninitiated, ice fishing consists of using a very large hand-cranked auger (or a gas powered one when you can afford it) to bore a hole through the ice, and the rest is pretty easy to figure out.  This winter I stepped up my ice fishing game by purchasing a sophisticated electronic fish locator.  Due to an unfortunate story involving my fish locator and a powered ice auger, I had seriously damaged the locator to the point where I thought I’d have to buy a replacement.  I was pretty peeved because this locator was only a few weeks old.  Was I ever surprised when I contacted the manufacturer.

The 3 Things Your Clients Want Most

Trust. Above all your clients want to trust someone.  When you first sit down at the table they want to trust you.  I work every day to help advisors build skills that lead to trust.  In this post I reveal the details behind building trust.

Clients Want to Trust You

Clients will trust you if they feel confident that you are 

  1. professionally competent
  2. not going to steal from them
  3. consistently put their interests ahead of your own.  

Most authorities on personal finance agree the role of the financial advisor is essential to help individuals make good decisions and take appropriate action to achieve the results they want.

According to an extensive study at the College of Financial Planning, conducted by Dr. Larry Skurnick a Measurement Research Specialist, there are 6 things financial advisors must know:

 

Have you ever gone to the hardware store to buy something necessary for a home project - only to have to return later to buy something else you didn’t realize was needed to finish the project when you first went to the store?

 It’s happened to me more times than I care to admit. It’s so frustrating when it happens because of all the time that’s wasted. I found this occurs more often when I go to a big box retailer than when I go to my local hardware store. Here’s why.

Attitude: Do you believe in yourself and in others? Do you expect the best? Are you cultivating an abundance mentality? Do you forgive others and yourself for mistakes and learn from them?  Do you believe the best is yet to come?  Perhaps you know a person, or two, that would answer "no" to some of these questions.  Their attitude can make them difficult to be around.

Unless the person is a family member, or a co-worker, whom you need to get along with you might decide to stay away from him or her so you don't have to put up with their attitude.  However, if it is someone you either want to, or have to, get along with, here is an idea that might make a difference.