Life coach Maria Nemeth's top tips for forging, not faking, trust-based client relationships in less than the time it takes to make a cup of coffee.
Nemeth (pictured) told PIMS conference delegates: “When you're working with someone and their money you are working with their lives. “People will pick you and stay with you based on the trust relationship you have with them.” She should know - she started investigating financial advice twenty years ago when she was stung for $35,000 in a Bernard Madoff-style Ponzi scheme. Here she shares the secret of getting, and keeping, client trust in the first three minutes of meeting them using the Art of Acknowledgement. 1) People will not form trust with you intellectually Trust is a...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
