By Martin Iglesias, CFP
I’m better off now than I was before in some ways. In the past when I wanted to read a book published in the American market, I had to go to an American site, purchase it and wait a few weeks until I received it in my apartment, in Sao Paulo. Now it’s different, with my new e-reader, I can have a book that would take weeks to have in just a few seconds.
Continue reading Proper Communication About Planning for Unexpected Events
By Patrick Canion, CFP and Cora Pettipas, CFP
Patrick Canion, CFP from Australia says eliminating remuneration bias:
The best way for financial planners to build consumer trust is to have no remuneration bias in the investments that you recommend.
Continue reading Point/Counterpoint: The Best Way to Build Consumer Trust
By Phil Billingham, CFP and Mark DiGiovanni, CFP
Phil Billingham, CFP from the UK says disassociation from product providers:
Disclosure is a failed way of making “Buyer Beware / Caveat Emptor” work, which will always fail. Asymmetry of knowledge is too great. To be trusted, we must be trustworthy, and trust.
Continue reading Point, Counterpoint: What is the Best Way to Build Consumer Trust?
By Simon Hassan, CFP
More than almost anything, a financial planner needs to be trusted by clients, referral sources and prospects. Trust comes from who you are and what you do: you need to be competent, confident, honest, and place the interests of clients first (avoiding or at the very least, clearly disclosing any conflicts of interests).
Continue reading Building Consumer Trust Through Better Communication