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What's the best way to build a good relationship with a Financial Advisor?

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  • Braxtonarthur
    EGS Registered
    • Aug 2022
    • 2

    What's the best way to build a good relationship with a Financial Advisor?

    Relationship between client and financial advisor depends on the way advisor listen to client. It is very important for financial planners to listen to clients carefully and make notes about the goals the client have in mind. Financial planners should ask questions. Instead of one time consultations, it might be better to talk to clients regularly and establish a good relationship. If the client wants to open an account, advisors should help them make the best choices.
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