The Trusted Investment Advisor

R150.00 (incl. VAT)

Every relationship and every investment transaction in the financial services industry is based on a trusted relationship between investment advisor and client. This session will explain why trust must be part of your DNA and job description if you want any chance of success as an investment advisor. It also provides insights into the essential components of trust that you will have to demonstrate if you desire to be regarded as a Trusted advisor. This session is of fundamental importance, and it will determine your success or failure as an investment advisor.