The most overused phrase in Wealth Management?
The item is relevant to wealth professionals thinking about how advisor credibility and client trust are described. It centers on the meaning and use of “trusted advisor” in wealth management.
Summary
By the running an ria deskChristina Kopec Rooney, Wellington Management’s Head of US Wealth, joins Sandhya Douglas, Head of Strategic Partnerships, to discuss the phrase “trusted advisor.” The discussion focuses on why that phrase should reflect the work advisors put into earning client trust.
- The video features Christina Kopec Rooney and Sandhya Douglas.
- The discussion centers on the phrase “trusted advisor.”
- It addresses why the phrase should reflect the work advisors put into earning client trust.
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