Скачать с ютуб Building A Successful Long-Term Relationship Between a Wealth Advisor and Client в хорошем качестве

Building A Successful Long-Term Relationship Between a Wealth Advisor and Client

I think Mariner Wealth Advisors is unique because of the ability that you must be so close to the client. I kind of use the example of it's hard sometimes to see the client through the fog, and that fog would be having to get out and bring in your own business, having to deal with all the compliance that comes along with being an advisor or having to do the investment research, and all that fog takes you away from your relationship and closeness with the client. And Mariner Wealth Advisors makes it easy to have all that stuff done and complete so that the advisor can just have that close, intimate relationship with the client. I think a successful client relationship has a lot to do with mutual respect between people. It's the advisor, who really respects the client and where they've come from, their family backgrounds, life, their relationship with money, how they've received that money, and what they want to teach their children. But it's also the client having respect for the advisor that there's some expertise there, something that they can learn and benefit from, from their relationship with Mariner Wealth Advisors and the advisor. And I think a successful relationship also is a long-term focus where the advisor thinks how can I help the client, their kids, their grandkids, the legacy of their family. And when all everyone's on the same team in that regard, it makes for a very successful client relationship. 00:08: Intro 00:47: A Path Through the Fog 01:26: A Relationship Built on Success 02:20: Establishing a Fulfilling Retirement #FinancialServices #WealthManagement #ClientRelationship For more information, please visit us online at https://www.marinerwealthadvisors.com/. Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - https://podcasts.apple.com/us/podcast... Spotify - https://open.spotify.com/show/2vZ0s75... CONNECT WITH US ON SOCIAL LinkedIn -   / mariner-wealth-advisors   Facebook -   / marinerwealthadvisor   Twitter -   / marinerwealth   Instagram -   / marinerwealthadvisors   =================================================================================== These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Disclosures: https://www.marinerwealthadvisors.com...