Over the last twenty years, I’ve found that my financial clients demand two things;
- That the advisor listen to their core needs, and
- That the advisor be transparent when discussing all issues
It’s not difficult to do either. As a result of my previous career in the wine and spirits industry, I know a quality wine requires quality ingredients and that it gets better with time. Clarifying the core needs of my clients and matching them with a custom-fit strategies is a recipe for success. Transparency is the only way to build one’s reputation.