Kinder Institute of Life Planning founder George Kinder believes the distrust among consumers in the financial services industry is "too thick" for one single idea to bring it back on track - so he gives 17 ways to rebuild it.
1. Show you have the lowest fees (total fees) in the industry. 2. Demonstrate how you are completely unbiased by and unconnected to product companies. 3. Stop selling returns better than the market delivers, but make sure you can deliver market-based returns. 4. Attain CFP or Chartered at a minimum. 5. Model Integrity, Deliver Freedom is the mantra, and are the principles by which we all should be standing. 6. Prove you're client-centric from the first handshake, the first email, the first sign of difficulty. 7. Learn to use empathy and pauses throughout your meetings and ...
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