Leadership Perspectives | 09.06.22
Being a Trusted Advisor: Part II
The newest installment of the BISA Industry TrendWatch series, produced by BISA in partnership with Stathis-Mittel, is now live!
For this episode, we will continue a topic we initiated last month where we explored the concept of being a “Trusted Advisor”. In our opinion all advisors should strive to be Trusted Advisors. But how do you know when you’ve accomplished that? How do you know when you’ve “arrived”?
Our panelists are Rob Cosentino and Dan Pellegrino from Webster Investments, and Matt Griffin from Steward Concepts.
In addition to discussing how to become a trusted financial advisor, we touch on what you have to do to become a trusted advisor, as well as what it takes for clients to give you 100% of their assests to manage.