Becoming a Trusted Advisor

Cates offers steps among financial advisors and insurance agents on how to build trust with their clients. There are many reasons you should strive to become a trusted advisor. Several advantages of this include allowing clients to accept and implement recommendations, allow advisers to learn more about them so that they can serve them even better, turn to them for more advice and include them in more complex issues. Among the steps recommended by the author include asking great questions, listening well, leading with value, telling the truth, and discussing expectations.