Trusted Financial Advisor

Trust is Key to Financial Advisor-Client Relationships

March 28, 2014
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March Blog 3 - Trust Image-m90hrWhen a client chooses any provider, whether a family doctor or nanny, trust plays a key role in founding the rapport.  The same trust is even more important in choosing a provider when financial matters are involved.

In a Wharton School of the University of Pennsylvania study, it was revealed that clients consider trustworthiness as the most important characteristic of a financial advisor. According to the same study, there are three levels of trust that clients consider before choosing their financial advisor. (more…)