Ultimately, success in communication comes from understanding the person and adapting to what they need.
Tag Archives | trust
Motivation explains why someone acts (or speaks) in a certain way. Ultimately, your goal is not to be the most interesting person in the conversation but the most interested.
There are three elements to trust: credibility, reliability and motivation. Reliability is the repeated fulfillment of expectations.
While I believe that blockchain brings great benefits to our economy by increasing trust and transparency, cryptocurrency itself lacks two of three critical items for success.
A DiSC assessment gives financial advisors and financial planners a way to understand each team member and establish a stronger framework for communication.
If you are meeting a new prospective client virtually, here is a five-step process for an effective introductory conversation.
Since we live in a world where regulations will always be changing, here are 5 principles for addressing disclosure and conflict-of-interest information that should govern your client interaction.
Five tips to help financial advisors and financial planners be a better listener.
Your willingness to make clear your motivation through thoughtful questions, careful listening, and thorough answers will lead directly to lasting, trust-based relationships.
Trust is not a onetime occurrence. It is built or torn down with every action and interaction. Here are two simple tips for financial advisors and financial planners to improve your reliability.