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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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Categories
Practice Management
Trust: The foundation of great relationships
Chris Gies
Director of Advisor Practice Management

Showing your choices and decisions are in alignment of the best interests of your clients is important in building a lasting relationship. Chris Gies, senior vice president of advisor education at Capital Group, shares his years of experience on how advisors can build and maintain trust with clients.



Video


 



Transcript


Chris Gies: While credibility, consistency and connection are integral parts of building deeper relationships, intent is the most important element of any relationship. Demonstrating that all of your choices and all of your decisions have been made in the best interest of your clients is critical to building and to maintaining that level of trust with them. Conveying why you became a wealth advisor and showing how your intent aligns with theirs is incredibly powerful in building trust.


Your goal should be to assure you’re fully transparent and intentional in communicating with clients about all aspects of your practice from compensation all the way through to investment selection. That transparency begins in your initial meetings and should indeed become part of every meeting with existing clients and even prospects.



Chris Gies is director of advisor practice management for Capital Group. He has more than three decades of industry experience and specializes in training high-level advisors on various practice development topics.


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