I've learned many lessons since I started as a financial services
consultant some 19 years ago. Perhaps the most important thing we, as
a financial advisers can learn is that we must always establish
relevancy in our client's mind. If we're not giving advice that is
VALUED, whether that value is perceived or real, by the client, we're
dead in the water.
Here are some observations, or guidelines (I hate the word "rules") about how to remain as a trusted adviser in your client's eyes.