Delivering for Your Clients: Personalized Support from Financial Advisors

Dory A. Rodriguez: Clients today expect more from advisors like us. I think they're expecting a well-rounded comprehensive plan. So we are required to know a lot and what we don't know, we need to have strategic partners that we can bring in and help us with that planning process.

Danielle Darling: Sometimes these conversations are less about money and more about emotions, more about what the client's feeling.

Merri Carol Hall: And they'll readily admit that. I just needed a little dose of you Merri Carol. I just needed to hear what you think. I just needed to know that it's okay to stay put. I just need to know I'm not going to run out of money.

Kashif A. Ahmed: You know, we're dealing with people's finances, their financial futures and that comes with a lot of anxiety no matter who you are. And we should be the voice of reason and we should be the calming influence in their lives.

Matt McAfee: I think the best advisors start with a really deep curiosity about other people. They love to hear their stories, they know how to elicit insights that maybe people are a little bit bashful or shy to talk about. They have great memories and recall. They make meeting with our advisor a fun experience. The best advisors realize that plans have to be individualized. There's no two people on this earth that have the exact same financial needs. Not everybody has the same risk tolerance, frankly not everybody has the same priorities.

Kashif A. Ahmed: So part of what makes a great advisor is to help a client think about and articulate the intent of that money and what goal it's going to serve, and what purpose it's going to have in their lives.

Dory A. Rodriguez: So I really enjoy that process of just being in the moment with them, helping them uncover that core lifestyle that's so critical and important to them.

Merri Carol Hall: I want them to know I'm on their side and I want them to know that I'm willing to do the work for them.

Kashif A. Ahmed: They appreciate that, that you're truly on their side.

Matt McAfee: And we take that trust really seriously.

Kashif A. Ahmed: You get to prosper when your clients prosper. You do well when your clients are doing well.

Matt McAfee: And so success is helping people achieve heights they would never have achieved without your help.

Merri Carol Hall: It's telling a client it's not just about your money, I care about you.