Categories
Practice Management
Trust: The foundation of great relationships
Chris Gies
Director of Advisor Practice Management
March 14, 2018

Showing your choices and decisions are in alignment of the best interests of your clients is important in building a lasting relationship. Chris Gies, senior vice president of advisor education at Capital Group, shares his years of experience on how advisors can build and maintain trust with clients.



Video


 



Transcript


Chris Gies: While credibility, consistency and connection are integral parts of building deeper relationships, intent is the most important element of any relationship. Demonstrating that all of your choices and all of your decisions have been made in the best interest of your clients is critical to building and to maintaining that level of trust with them. Conveying why you became a wealth advisor and showing how your intent aligns with theirs is incredibly powerful in building trust.


Your goal should be to assure you’re fully transparent and intentional in communicating with clients about all aspects of your practice from compensation all the way through to investment selection. That transparency begins in your initial meetings and should indeed become part of every meeting with existing clients and even prospects.


Chris Gies is director of advisor practice management for Capital Group. He has more than three decades of industry experience and specializes in training high-level advisors on various practice development topics.

Learn more about
Practice Management
RELATED INSIGHTS
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Use of this website is intended for U.S. residents only.