The one thing that matters most to clients during a crisis
It’s not whether you’re an adviser or a broker. It’s not whether you’re fee-only or fee-based. It’s not the designations after your name, or even whether you’ve taken a fiduciary pledge. What clients care most about during a crisis is whether you can be trusted.
The first casualty of any crisis is trust. Indeed, what often turns a series of events into a crisis is the erosion of trust.
If there’s a silver lining to the crises of the past year, it’s that we’ve been reminded of what matters most to clients during a period of turmoil —trust — the
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