From the course: Inclusive Wealth Management: Best Practices
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Trust through effective communication
From the course: Inclusive Wealth Management: Best Practices
Trust through effective communication
- For a successful long-term relationship, you have to build a solid foundation of safety and trust between you and your clients. This is why effective communication is a critical skill for advisors. Communication is even more important when you're an inclusive advisor. The words we choose and the way we deliver them can either make our clients trust us or make them feel excluded. After this lesson, you'll be well equipped with different verbal and nonverbal communication techniques to build trust and loyalty with any clientele. While you must be able to speak clearly and effectively, listening is just as important of a skill. Your clients come to you because they need to talk to someone about their problems. They want to feel heard, and there's a way to do that called active listening. Active listening goes beyond simply hearing what your clients are saying. Active listening lets the person speaking know that you're present and engaged. This will help the person feel safe in the…
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