Don’t be a Delusional Advisor

By Strategy Marketing via our partners at

So you think you’ve got strong relationships with all you clients, including all your female clients. And you think that clients really understand the value of the advice you provide and are clear on how much they pay for this advice.

Don’t be delusional!

The vast majority of your clients don’t know how much they pay in a year in fees, no matter what you told them. Even those in fee based accounts.

Most clients couldn’t tell another living soul the value you bring to them.

They wouldn’t even use the word “relationship” to describe what they have with you. Let alone call it “strong”. In fact, women we interviewed who were “delighted” with their financial advisor described them as “friends”, not purveyors of financial advice.

Click here to read the full story on