Successful financial advisors must provide quality service

Critics of financial planners claim that too many so-called planners merely offer whatever product they know how to sell - insurance, annuities, diamonds, gold, etc - or the product on which they gain the largest commission. But qualified and ethical financial services advisors offer service that is...

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Bibliographic Details
Published inFinancial Services Advisor Vol. 146; no. 4; p. 18
Main Author Smith, Jane B
Format Trade Publication Article
LanguageEnglish
Published Lexington Insurance Publications Inc 01.07.2003
Subjects
Advisors
Financial planners
Financial services
Planning
Quality of service
Salespeople
United States > US
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Summary:Critics of financial planners claim that too many so-called planners merely offer whatever product they know how to sell - insurance, annuities, diamonds, gold, etc - or the product on which they gain the largest commission. But qualified and ethical financial services advisors offer service that is far superior to this. The daily challenge to each financial planner or insurance agent is to offer viable options for helping improve the financial condition, welfare, and future, for their clients, while also helping solving their money problems. Of course this includes not only helping build their wealth, but also helping protect their assets at every step. If you need more information on quality service, there are at least ten good books on the market today that outline new and existing strategies for better quality control, management, and service.
ISSN:1524-7589