If you are a financial adviser here in Australia then it is your job to manage your client’s money in a more efficient and effective way. The other thing however that many financial advisers forget is that it is also your job to build relationships and to manage them as well. You want to be able to positively influence them when it comes to their financial situation and not just in the short term but in the long term as well. They need to be able to trust you so that you can provide them with better information so that they can make smarter decisions when it comes to their financial portfolio.
You should always be looking to learn new things that will help you to provide better services to your clients and that’s the beauty of the Internet because you can actually take advantage of a trusted and reliable adviser platform to allow you to keep your finger on the pulse of the financial world and to be able to influence your clients decisions in a positive way. This is just one way to help you make better financial decisions for your Australian clients and the following are some others.
- Be a better communicator – As was mentioned before, it is your job to positively influence your clients and to be there for them when they need it the most. It is your job to provide them with the best services possible and the only way to do that is to improve upon your current communications with them. If they send you an email then reply, if they call you then answer the phone. Your clients need to feel that they are the most important person in your life right now and once you get them onto your side they will act on your good advice.
- Make things easier to understand – There is industry jargon that you use every day with your colleagues in the workplace but this is language that you need to not use when you’re talking to your clients. You have to make it easier for them to make decisions and so don’t confuse them with too much information and too much jargon all at once.
- Be honest about their finances – You should not try to sugarcoat any advice that you want to give them and if you have to give your clients a reality check then that is what you do. Make them aware of their financial responsibilities not just now but in the future when they have to pay for their kid’s education. This will encourage them to listen to you but most importantly, to trust you as well.
Always tell your clients about the positive situations that you have created for other people and how you have changed these people’s financial situations for the better. People relate in a much better way to real-life stories about getting financial independence.
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