Financial Advisor Orientation & Relationship-Building Guidelines – PDF

BENEFITS OF THIS DOWNLOADABLE PDF DOCUMENT

1. Provides a framework for establishing meaningful Financial Advisor - Client relationships.
2. Proposes Advisor standard weeks to ensure Client Care and asset growth.
3. Proposes documentation and debriefing steps as integral to the entire process.

CLIENT MANAGEMENT PDF DESCRIPTION

Financial Advisor orientation PDF: Download client-management guidelines for onboarding, referrals, fee communication, weekly activities & relationship-building. Financial Advisor Orientation & Relationship-Building Guidelines is a 29-page PDF document available for immediate download upon purchase.

These specific guidelines provide a framework/structure that helps to establish or enhance an approach to financial advising that facilitates productive Client partnerships where trust, integrity and transparency are priorities. Included here are:

•  Client categories where Advisors evaluate where best to spend time and energies.
•  Ideal client characteristics and ideas for acquiring new clients and building business.
•  Recommended approaches for obtaining referrals and associated scripting.
•  Recommended Advisor weekly activities.
•  The value provided by Advisors to build confidence in the minds of Clients and to substantiate fees/costs and ensuring pricing integrity.
•  Communicating costs/fees to Clients.
•  Planning interactions in advance to facilitate relationship-building.
•  Planning an investment approach.
•  Getting the most out of Client interactions.
•  The ideal debrief and follow-up action items.

Source: Best Practices in Client Management PDF: Financial Advisor Orientation & Relationship-Building Guidelines PDF (PDF) Document, Karen Reitor, Communique Productions Inc