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Secrets of Successful Advisors℠ with Ken Haman cover image

A 6-Step Model to Turn Client Trust into Action in a Down Market

Secrets of Successful Advisors℠ with Ken Haman

NOTE

The Two Big Questions About Goodwill and Professional Competency

The two big questions about goodwill in a professional relationship are: does my well-being matter to you emotionally, and do you understand me at a deeper level? On the other hand, professional competency is crucial in a fee-based relationship, especially in volatile times. The client needs to feel that the professional is great at what they do, understands the situation, and charges a fair fee for the services provided. Ultimately, the fundamental question for every client is whether working with the professional brings meaningful value.

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