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Stay Paid Podcast


Aug 31, 2020

When Luke and Josh talk about how to build and nurture relationships, they are, in large part, talking about how to build trust with customers. For this week’s Stay Paid guest, developing trust in relationships with clients and prospects begins with clearly communicating three value propositions that all clients want from their financial advisor—indeed, from every service professional with whom they work.

Adam Holt, CEO and Founder of Asset-Map, says if you want to know how to build trust with customers, then demonstrate you:

1. Know what matters to them.

2. Understand their unique situation.

3. Provide them with options.

You can’t tell a customer to trust you. You have to communicate with them in ways that prove you know, understand, and can provide what they want. Do that consistently, and you’ll build trust in your relationships with clients. It’s what Adam helps his clients do.

 

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