The significance of trust for advisors and intermediaries
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The only way to build, establish, grow, and sustain an advisory practice, is to master the client engagement process. This book offers a timeless framework of professional client engagement for financial advisers. The ten steps of professional client engagement as explained in this publication will lay the foundation of every transaction that you conclude as a financial adviser, and it will ultimately determine whether you will be competitive in our industry. Although there are many aspects that will help you to become successful, as the illustration below highlights, it is within the ten steps of professional client engagement that you must earn the trust of your clients to conclude transactions and build your practice.