How new regulations can help you build stronger relationships with clients
February 2, 2022
How new regulations can help you build stronger relationships with clients
February 2, 2022By leveraging the regulations, you can build deeper relationships and reinforce the value of your advice
Help clients name a trusted contact person
Transparency helps clients better understand the advisory relationship
Advisors must “put the client’s interest first” when making a recommendation
New KYP requirements put the spotlight on firm and advisor product knowledge
You can build stronger relationships with clients by implementing new requirements now
Educate and empower clients with information that matters to them
This recurring column by Ellen Bessner is designed to lighten the mood during tough times.