What do financial advisors really want?

facebooktwitterlinkedinby feather1- Impactful conversations–  Financial advisors want to understand what is important to their client. This happens through a conversation; listening and asking questions  and helping  clients make effective financial decisions.

 

2- Being appreciated– There is no other profession which can deliver a comprehensive financial life plan while helping clients realize their dreams. Only financial advisors can make good on this need.  Advisors want to communicate their value proposition, beyond quarterly performance, in an effective and easy to understand way.

 

3-Doing what’s right– Financial advisors want to do the right thing for their client. Still, without being profitable, they are out of business. Being able to deliver financial life planning services, while being profitable is essential.

 

4- Deepen relationships -Excellent financial advisors  take the time to know their clients, family members, work habits, you name it. They want to make recommendations based on client need; not because there is an economic bias.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman — a former music educator & retailer— is a Certified Wealth Strategist & Succession Planner. Jaimie helps business owners maximize the value of their company through education & coaching. He is a frequent speaker at the National Association of Music Merchants, (NAMM) Idea Center and has spoken at Yamaha’s succession advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College and CUNY.

His column is published in The Music & Sound Retailer and contributes to NAMM U online, as well as other industry trade magazines.

Jaimie is CEO of Jaimie Blackman & Company, President of BH Wealth Management, and Creator of MoneyCapsules® and the Sound of Money®.

To register for Jaimie’s live webinars, or to subscribe to his podcasts, visit jaimieblackman.com.

Submit a Comment

Your email address will not be published. Required fields are marked *