Episode 52 – How to Build Trust with Your Clients

In this conversation, Randy, Laura, and Jeremiah discuss the crucial role trust plays in financial advisory. We share how trust is built not just through knowledge and expertise, but through effective communication, understanding client needs, and being there during life’s most important moments. Through personal stories, we highlight how trust impacts client relationships and why being a fiduciary—always putting the client’s best interests first—is so important.

Every client interaction, big or small, is a chance to either strengthen or weaken that trust. We cover how accountability, consistent follow-up, and really listening to clients help build lasting relationships. Life events often challenge trust, but they also offer opportunities to grow stronger connections with clients.

Key Takeaways:

  • Building trust is the foundation of financial advisory.
  • Character and capability are key to gaining and keeping trust.
  • Every client interaction is an opportunity to build or weaken trust.
  • Listening to clients is essential to understanding their needs.
  • Trust grows with consistent communication and follow-up.
  • Life events can have a significant impact on client relationships.
  • Accountability is essential to maintaining trust.
  • A supportive team is key to a great client experience.
  • Trust-based relationships lead to long-term client loyalty.

Chapters: 00:00 – Building Trust in Financial Advisory
05:49 – Client Relationships and Trust Building
12:06 – Trust Moments in Everyday Interactions
21:01 – Conclusion: The Importance of Trust

Join us for a straightforward conversation on how to build trust with your clients and create stronger, more meaningful relationships in your financial advisory practice.

Reach out at [email protected]

Connect with Jeremiah:

LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]

Connect with Randy:

LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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