TITLE

The Trusted Adviser Paradox

AUTHOR(S)
Keffeler, Kristin Wehner
PUB. DATE
July 2009
SOURCE
Journal of Financial Planning;Jul2009, Vol. 22 Issue 7, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents the author's view regarding the retention of clients' trust and trusted financial advisor issues and their significance to financial services industry's operation in the U.S. Accordingly, the author notes on the importance of retaining the clients' trust in all businesses, particularly in financial services sector and cites its contribution for the development of businesses. The author elucidates the promising benefits of having trusted advisers and notes its opportunities in business operation improvement as well as in retaining the clients.
ACCESSION #
43253465

 

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