106: The Trust Mandate: How To Build High-Trust Relationships With Clients And Prospects with Herman Brodie

Trust is the foundation of success in financial advice.

You need trust to get prospects to become clients and you need trust to get clients to follow-through and do the things you ask them to do.

Without trust, you have no business. But, if you know how to consistently build trust with both prospects and clients, it will take your relationships AND your business to places very few things can.

Everybody knows how important trust is. But, very few people know the secrets to consistently building high-trust relationships. Fortunately, Herman Brodie does.

Consider this episode the ultimate guide for everything you need to know about trust.

Here’s what you’ll learn:

• How to continue building trust with long-term clients
• The only type of trust that serves as a competitive advantage
• The intangible factors that lead investors to choose asset managers
• The non-obvious benefits trust has on your clients and your business
• The “Trust Game:” The role of similarity when it comes to building trust

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Resources:

• The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier
• X:@jbrendanfrazier