Updated Wednesday, August 5, 2015 as of 6:29 AM ET

The Importance of Client Trust

When a new client walks into Laura Pedroncelli's office seeking financial advice, the first thing he or she is apt to do is pull out a spreadsheet, says the 45-year-old financial advisor. "It comes naturally to them," she says. "Most of them are engineers. They have their theories about investing and saving, and I offer mine, and we usually meet somewhere in the middle."

Get access to this article and thousands more...

All Bank Investment Consultant articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here