Trust in a Financial Relationship
Mo covers the issue of trust in the relationship between financial advisor and client. He covers knowledge, integrity, proper communication, and acting in the client's best interest. He also notes that there needs to be an element of trust in the client
Asset Management Group, Inc · Andrew Nida & Moise Piram
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Show Notes
Mo covers the issue of trust in the relationship between financial advisor and client. He covers knowledge, integrity, proper communication, and acting in the client's best interest. He also notes that there needs to be an element of trust in the client's follow through with recommendations.
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