Jeff Speicher has worked in the financial industry for over 25 years after earning a bachelor’s degree in economics at Fort Lewis College in Durango, Colorado. Jeff Speicher is a managing director at Speicher Financial Group and understands the importance of developing a good working relationship with clients.
While every financial client is going to have a different personality and be looking for different services, you must develop a set of skills that will help you handle any person or situation. It starts with excellent communication skills. Being able to explain terms and strategies to the client so they can understand it, and also being able to listen to your client and be on the same page about their requirements.
Honesty is going to be the best policy in any relationship, and this is especially true when it comes to the financial advisor and client relationship. Even if you have bad news to give, or if you don’t agree with some of their decisions, it is crucial that you are honest. Having your client trust you and your opinions are going to factor in greatly on the health of the relationship.
Hard work will pay dividends in every aspect of life, including your relationships with your clients. The harder you work to make your clients happy, the better reputation you will acquire, the more they will want to do business with you and believe in you. When your client knows that you are doing everything you can, they will be more secure with you handling their money.
While every financial client is going to have a different personality and be looking for different services, you must develop a set of skills that will help you handle any person or situation. It starts with excellent communication skills. Being able to explain terms and strategies to the client so they can understand it, and also being able to listen to your client and be on the same page about their requirements.
Honesty is going to be the best policy in any relationship, and this is especially true when it comes to the financial advisor and client relationship. Even if you have bad news to give, or if you don’t agree with some of their decisions, it is crucial that you are honest. Having your client trust you and your opinions are going to factor in greatly on the health of the relationship.
Hard work will pay dividends in every aspect of life, including your relationships with your clients. The harder you work to make your clients happy, the better reputation you will acquire, the more they will want to do business with you and believe in you. When your client knows that you are doing everything you can, they will be more secure with you handling their money.
