100% satisfaction guarantee Immediately available after payment Both online and in PDF No strings attached 4.2 TrustPilot
logo-home
Summary

Summary QuestionHow can your behaviour influence the financial advise client?Answer & ExplanationY

Rating
-
Sold
-
Pages
4
Uploaded on
06-10-2024
Written in
2024/2025

How can your behaviour influence the financial advise clien1QuestionHow can your behaviour influence the financial advise client?Answer & ExplanationYour behavior as a financial advisor can significantly influence your clients in various ways. Here are some key aspects to consider:1. Trust and CredibilityProfessionalism: Demonstrating professionalism in your interactions builds trust. This includes being punctual, well-prepared, and respectful.Transparency: Being open about fees, potential conflicts of interest, and the risks associated with different financial products can enhance your credibility.Consistency: Providing consistent advice and following through on promises helps establish reliability.2. Communication SkillsClarity: Explaining complex financial concepts in simple, understandable terms can help clients make informed decisions.Active Listening: Paying close attention to your clients' needs, concerns, and goals sho

Show more Read less








Whoops! We can’t load your doc right now. Try again or contact support.

Document information

Uploaded on
October 6, 2024
Number of pages
4
Written in
2024/2025
Type
Summary

Subjects

  • well prepared
  • understa

Content preview

Question


How can your behaviour influence the financial advise client?




Answer & Explanation


Your behavior as a financial advisor can significantly influence your clients in

various ways. Here are some key aspects to consider:


1. Trust and Credibility


 Professionalism: Demonstrating professionalism in your interactions

builds trust. This includes being punctual, well-prepared, and respectful.


 Transparency: Being open about fees, potential conflicts of interest, and

the risks associated with different financial products can enhance your

credibility.


 Consistency: Providing consistent advice and following through on

promises helps establish reliability.


2. Communication Skills

Get to know the seller

Seller avatar
Reputation scores are based on the amount of documents a seller has sold for a fee and the reviews they have received for those documents. There are three levels: Bronze, Silver and Gold. The better the reputation, the more your can rely on the quality of the sellers work.
newage Uop
View profile
Follow You need to be logged in order to follow users or courses
Sold
22
Member since
3 year
Number of followers
15
Documents
4723
Last sold
6 months ago
A+ Self prepared Study guides for my peers

Truly helpful study guides

4.2

6 reviews

5
3
4
1
3
2
2
0
1
0

Recently viewed by you

Why students choose Stuvia

Created by fellow students, verified by reviews

Quality you can trust: written by students who passed their tests and reviewed by others who've used these notes.

Didn't get what you expected? Choose another document

No worries! You can instantly pick a different document that better fits what you're looking for.

Pay as you like, start learning right away

No subscription, no commitments. Pay the way you're used to via credit card and download your PDF document instantly.

Student with book image

“Bought, downloaded, and aced it. It really can be that simple.”

Alisha Student

Frequently asked questions