Building trust
Trust isn’t something we’re given; it’s something we build. Your advisors’ success in building trust will be determined by their ability to connect with their clients. In this topic, they will explore how to develop genuine relationships with their clients and cultivate lasting trust. They’ll also reflect on the importance of trust in their work and their lives.
Spark meaningful conversations to motivate each advisor.
Look at the techniques you learned from the content you studied this month. What strategies worked, and which would you change?
How might you know when a client trusts you? How will their behavior change?
What are some key takeaways from the content on trust that you are looking forward to applying?
What’s one tip or strategy from your Weekly Growth Plan you can share?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Trusting the process.
Trust is the key to building relationships that last. But it can’t be built overnight. In this section you’ll explore practical strategies for connecting with clients to form sustainable, effective relationships.
Understand the value of trust
Showing clients you care about them and understand their goals should always come before selling them anything. Visit the Learn section and explore at least three resources about building trust in the Client Service.
Build with purpose
The more your clients trust you, the more progress you will make in helping them reach their goals. Explore and choose three resources around Client Service you want to focus on. Then we’ll discuss your key takeaways and how to apply those insights in your day-to-day work.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.