Trust, it is the fundamental element for building relationships. Without trust you’ve got nothing. Do you trust your accountant? The words trusted advisor have been used by every financial professional but what does it actually mean and what do you look for? Here are seven characteristics of a trusted advisor:
1. The advisor is in it for the long term relationship no the short term gain. They want to see your business flourish and continue the journey with you as your business grows, rather than looking for an easy dollar.
2. The advisor must put the client’s needs in front of their own. They want what’s best for you, and are willing to provide the advice and support you need. The Trusted Advisor understands that there will be times when the client’s best interests would be better served by not going ahead with a piece of work even when that means foregoing a lucrative job for the firm.
3.The advisor has a genuine interest in you and your business. This is simple the advisor cares about you and are GENUINELY interested in what you are doing and seeing you achieve your goals.
4. The advisor works hard to understand you and not just the superficial wants. They will build a relationship with you and understand what makes you tick. A non-trusted advisor, when asked to jump, will immediately respond how high? A trust advisor will look beneath the surface to understand what you are really asking, what your motivates behind the questions and what they can do to assist.
5.The advisor is credible and reliable. They are an expert in their field and deliver on their promises in a timely manner, keeping you informed and up to date during the process.
6. The advisor is enthusiastic and passionate. They have genuine passion and enthusiasm about your work, they believe in the message and are a joy to work with.
7. The advisor is authentic. They aren’t trying to be something they’re not, they won’t give you the answer you always want to hear, but they will give you the answer you need.
If you want an advisor who has you best interest in mind, who wants to see you and your business grow and can provide the skills and expertise to walk with you on your journey.
Call us today to start building a good long standing relationship.