![]() Craig Faulkner, chief executive, FMG Suite |
Summary:Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him that educating his clients is a necessary step in establishing a relationship of trust — a relationship where his clients turn to him for their greatest financial questions and decisions.
![]() Craig Faulkner, chief executive, FMG Suite |
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