What do financial advisors really want?

facebooktwitterlinkedinby feather1- Impactful conversations–  Financial advisors want to understand what is important to their client. This happens through a conversation; listening and asking questions  and helping  clients make effective financial decisions.


2- Being appreciated– There is no other profession which can deliver a comprehensive financial life plan while helping clients realize their dreams. Only financial advisors can make good on this need.  Advisors want to communicate their value proposition, beyond quarterly performance, in an effective and easy to understand way.


3-Doing what’s right– Financial advisors want to do the right thing for their client. Still, without being profitable, they are out of business. Being able to deliver financial life planning services, while being profitable is essential.


4- Deepen relationships -Excellent financial advisors  take the time to know their clients, family members, work habits, you name it. They want to make recommendations based on client need; not because there is an economic bias.

Written by Jaimie Blackman

Jaimie Blackman

Jaimie Blackman has created Sound Financial Decisions ™ powered by MoneyCapsules®, to help guide business owners through the complexities of succession planning.

Jaimie writes “Smart Succession”, a monthly column in Music Inc., and also writes a bimonthly column for Canadian Music Trades magazine. He has spoken at NAMM U Idea Center, and at Yamah’s Succession Advantage.

As a financial literacy educator he has taught at New York University and has lectured at the 92nd Street Y, Marymount Manhattan College, and CUNY.

As President of BH Wealth Management, Jaimie also helps his clients implement investment and insurance solutions which are aligned to their personal values. Visit bhwealth.com to learn more.

To subscribe to Jaimie’s Succession Success: Insights for Music Retailers, visit moneycapsules.com.

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