Displays of emotional intelligence from advisers is more likely to earn trust than digital literacy
The COVID-19 pandemic, its associated market volatility and new regulations to combat the fallout have all served as reminders that trust is the foundation of any adviser-client relationship.
A recent Harris Poll study conducted on behalf of MDRT among over 2,000 US adults found that 85% of Americans would be more likely to trust recommendations from human financial advisers if they demonstrate emotional intelligence.
In a time of historic turmoil, advisers seeking to reassure, reposition or even retain clients must exhibit genuine empathy and compassion.
Clarity and...MORE»
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Consilium Head of Adviser Services Ben Brinkerhoff says rebalancing enforces good investor behaviour in these turbulent times. |
[WATCH] Newpark updateFriday, April 3rd, 4:41PM
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Covid-19 and the resulting lockdown have prompted many advisers to adopt what previously had been seen as best-practice – but optional – ways of working, Iress chief executive Andrew Walsh says. MORE» |
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