The Trusted Adviser Paradox

Keffeler, Kristin Wehner
July 2009
Journal of Financial Planning;Jul2009, Vol. 22 Issue 7, p36
Academic Journal
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.


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