Conduct’s Post

Do you know the number one thing prospective clients say they value and want in a financial advisor? Trust. But building trust takes time, investment, and consistency. Why? Because trust is only formed when you feel confident about how someone will act. And our actions are a reflection of our values and priorities. Sure, you can (and will) demonstrate how your values drive your recommendations and actions over time with each client. But there is also a shortcut that, rather than sacrifice authenticity, build it. Many advisors have a powerful personal story. One that informs their “why,” reflects their values, and thus drives their actions. When you get vulnerable enough to share your story and the “why” that drives you, you reveal these values faster and allow your actions to then reinforce what clients have already learned – speeding the path to authentically earned trust and creating a powerful emotional connection with clients that goes far beyond transaction or logic alone. 🔗Discover more strategies on how to emotionally connect with clients in the Forbes Coaches Council’s article at https://lnkd.in/gG7rxy4n #CustomerLoyalty #TrustedConnection #AuthenticStorytelling #BuildingTrust #BusinessGrowth #InnovativeStrategies #ProvenResults #FinancialAdvisorCoach #Forbes #FinancialAdvisor

𝗧𝗛𝗢𝗨𝗚𝗛𝗧-𝗣𝗥𝗢𝗩𝗢𝗞𝗜𝗡𝗚 𝗧𝗛𝗨𝗥𝗦𝗗𝗔𝗬! 𝗘𝘃𝗲𝗿 𝘄𝗼𝗻𝗱𝗲𝗿𝗲𝗱 𝗶𝗳 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝗰𝗮𝗻 𝗼𝗳𝗳𝗲𝗿 𝘁𝗵𝗲 𝗮𝗯𝘀𝗼𝗹𝘂𝘁𝗲 𝗯𝗲𝘀𝘁 𝗼𝗽𝘁𝗶𝗼𝗻𝘀 𝗳𝗼𝗿 𝗬𝗢𝗨? Independent financial advisor representative, like myself, have access to a wider range of financial products and services from various providers. This allows us to create a personalized plan that truly fits your unique needs and goals. We prioritize unbiased advice, putting your interests first. Our recommendations are based on a comprehensive analysis of your situation, not on promoting specific products or brands. Me representing an Independent financial advisor have a fiduciary duty to act in your best interest, providing an extra layer of trust and transparency. It's understandable to be concerned about potential bias. Here at Financial Alliance, we prioritize complete transparency. We'll explain all options clearly, including their pros, cons, and associated fees. Independent advisors have the flexibility to explore a broader range of solutions to find the optimal fit for you. Ready to discuss your financial goals and explore your options my fellow LinkedIner's? Let's chat! 𝗣𝗿𝗲𝘃𝗶𝗼𝘂𝘀 𝗣𝗼𝘀𝘁: https://lnkd.in/gtDV_wNm Connect with me Mithun J Malani, B Com A LinkedIn Open Networker (L.I.O.N) Follow me by clicking https://lnkd.in/gKbCA-c5 #lbfalumni #skyhightower #mithunatwork #financialplanning #personalizedfinancialplan #unbiasedadvice #ifarep #financialalliance #chooseindependent

Planning for a comfortable financial future takes time, but setting your goals is the first step to success ✨. Through our professionalism and teamwork, which are at the core of our business, we can help. Our expert team work closely with clients ensuring you take the right steps to grow, manage and preserve your wealth. Follow us for wealth management advice, knowledge and more! #financialfuture #financialgoals #wealthmanagement #businessdevelopment #wealthpreservation #wealthgrowth #financialawareness #financialawarenessday

𝙃𝙤𝙬 𝙙𝙤 𝙄 𝙖𝙥𝙥𝙧𝙤𝙖𝙘𝙝 𝙢𝙮 𝙬𝙤𝙧𝙠? 🧐 I strive to be as attentive and considerate as any top-notch financial advisor. My method is grounded in careful listening and a deep understanding of my clients' needs and goals. Every decision I make is thoughtfully crafted to align with your best interests. 🫶 #MitigateRiskInsightfully #MRIWithAdrian #PruLifeUK #FinancialCoach #InsuranceAgent #AndesFAStrongGuidanceSolidProtection

Advice to help you achieve what’s most important to you. Get started with FPP Wealth Advisors.

When it comes to planning for the future of your wealth – and the impact it will have beyond your lifetime – what matters most? In this video, Joe Weaver, president of Raymond James Trust, discusses the critical role that proactive communication plays in a successful wealth transfer.

Advice to help you achieve what’s most important to you. Get started with FPP Wealth Advisors.

What Is The Most Fulfilling Thing You Get To Do In Your Work? For me it's being able to solve important financial problems for you while giving you clarity and definitive action steps. I never had someone in my life who served in this capacity. This lack of a trusted advisor relationship led to me making simple mistakes in judgment and execution and a few major financial headaches over the years. Today as a financial advisor I feel stupid for making these mistakes. That's why I have fulfillment in my work because I get to help you not make similar mistakes in your life. Most people are intimidated to work with a financial advisor. This feeling is typically because you feel like you should have made better decisions and be in a better position today than you are with your finances. My hope is you give yourself enough grace to choose to make better decisions moving forward. Partnering with a financial advisor is smart because I get to help you see your blind spots while you focus on the things you can control right now and stop feeling like you are hopefully doing the right things for your future. I welcome the opportunity to talk with you to learn how I can get to help you go from successful to significant in your life. Use any of these to request a time for a conversation or meeting. Website: https://lnkd.in/d2ZyaSh Phone: 901-751-0634 Email: marques.young@edwardjones.com

Empower your professional journey by securing your personal legacy. Explore the four essential documents that everyone needs for a legally sound future. Ready to take the next step? Connect with us for personalized guidance. #LegalEmpowerment #CareerAndLegacy This post is informational and not financial or legal advice. Please consult a financial professional before investing. Investing involves risk, and individual results will vary.

Discover how our comprehensive wealth management approach can adapt to your life's changes. We focus on long-standing, multi-generational relationships, prioritizing your goals and financial needs. Experience the peace of mind that comes with a dynamic, client-first strategy. #WealthManagement #FinancialPlanning #TrueFiduciary #ClientFirst #InvestmentStrategy #FinancialGoals #WPAWealth #FinancialFreedom