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Proper Communication About Planning for Unexpected Events

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.

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Point/Counterpoint: The Best Way to Build Consumer Trust

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.

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2013 Financial Planet Poll: Building Consumer Trust

 

Point, Counterpoint: What is 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.

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Building Consumer Trust Through Better Communication

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).

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