08.07.23
Advisors Urged To Share Some Personal Details With Clients
by: Karen DeMasters
Financial advisors should be prepared to reveal personal details to clients and prospects if they want to establish lasting trusting relationships, said Jessica Jones, senior financial advisor with BOK Financial Advisors, in an interview. Sharing personal details creates a bond between the advisor and client, said Jones. The job of the advisor, particularly when dealing with female clients, is to empower them and assure those who may be new to handling the family finances because of divorce, death or other circumstances that they are capable of handling their personal situations, she added. “The advisor for both women and men needs to be prepared to get to know the prospect or client on a personal level and to share personal details of her own.”
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