2 answers
Caylee
Student
1
Question
Updated
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As a financial advisor, what’s the best way to build clients trust in 2026?
I am a junior at university about to go into senior year!
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2 answers
Karen Kitchel
Community Volunteer
467
Answers
Saint Paul, Minnesota
Updated
Karen’s Answer
I have had the same Financial Advisor for the last 20 years. He gained my trust by being honest, knowledgeable, and flexible.
With every good wish and many blessings,
Karen
With every good wish and many blessings,
Karen
Paul Sinaly
Tax Preparer
2
Answers
New York, New York
Updated
Paul’s Answer
There is an old saying as a CPA and licensed Financial Advisor on FINRA.
"People do not care what you know, they only want to know that you care".
As a trusted advisor, never compromise quality for timeliness in preparing, analyzing Financial Statements, never compromise your integrity, and always complete a thorough response to a client question, even if that requires follow up and getting back to the person.
Always deliver on a promise made to a client.
People do not plan to fail, they simply fail to plan. Before you meet a client, a complete Pre-call plan is always required, document your time with your client especially to cover your follow ups and next steps, the always try to deliver a very high service level, sole problems completely.
Remember the three rules of communicating with clients, Tell them, tell them again, and then tell them what you told them. Clients build and run very busy lives, often forget or do not remember, and to build and gain trust, you need to be a good communicator.
I hope this provides some thoughtful ways of answering your question.
Regards,
Paul Sinaly, MBA, CPA
"People do not care what you know, they only want to know that you care".
As a trusted advisor, never compromise quality for timeliness in preparing, analyzing Financial Statements, never compromise your integrity, and always complete a thorough response to a client question, even if that requires follow up and getting back to the person.
Always deliver on a promise made to a client.
People do not plan to fail, they simply fail to plan. Before you meet a client, a complete Pre-call plan is always required, document your time with your client especially to cover your follow ups and next steps, the always try to deliver a very high service level, sole problems completely.
Remember the three rules of communicating with clients, Tell them, tell them again, and then tell them what you told them. Clients build and run very busy lives, often forget or do not remember, and to build and gain trust, you need to be a good communicator.
I hope this provides some thoughtful ways of answering your question.
Regards,
Paul Sinaly, MBA, CPA