7. Financial advisors provide value through actionable insights

Our clients have the same access to news, facts and data, our value as financial advisor is to process these into actionable advice by explaining to the client the pros and cons of acting/not acting on a given market development, how this could impact his future financial wellbeing.

This would only be possible if we have a comprehensive understanding of the financial concepts and market knowledge.

One thing I learned as a financial advisor is when you demonstrate that you know how the market works and how to take advantage of opportunities within these markets, your credibility with the client goes up and maybe with it the size of funds the client entrusts to you.

To sell bigger cases; learn and know more!

#acgadvice