17. Confidentiality. In a similar manner to doctors and lawyers, we don’t talk about our clients. You can tell your friends about us. We don’t tell your friends about you.
18. Someone who considers you an important client. We are making a conscious decision when we choose to work together. My aim is to have a long-term relationship. You will be an important client to me.
For years, many people thought “making money is easy.” This led to “lets eliminate the middleman.” Going forward, I think many people will be more attentive to the value of a good advisory relationship.
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. His book, Captivating the Wealthy Investor can be found on Amazon.