bonus: exercises to define and refine your message.
by martin bissett
passport to partnership
an advisor is trusted when they can show that they
- took responsibility for their end of the bargain in the client engagement,
- educated the client of their responsibilities,
- offered prompting and assistance throughout but then allowed the client to ultimately govern themselves in terms of following through on their commitments.
more: don’t overlook internal communication | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling | experts: what it takes to become partner | where is your next money coming from?
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this then empowers the advisor to make a commercial decision when the client now faces the consequences, as to whether they want to communicate even more assistance to make things all better for the clients and gain huge appreciation and emotional capital.
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