Wednesday, October 21, 2009

What Does A Customer Look For In An Advisor?


Ask a customer who invests in financial products what he thinks is the difference between an Agent and an Advisor and he may probably tell you that to him an Agent sounds like someone who earns a commission and pushes a product to earn that commission, while an Advisor sounds like a person who has knowledge, gives impartial advice, and probably charges a fee for that advice.
This may be a matter of perception - but then marketing is all about managing perceptions.
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Remember the one fundamental difference - an Agent represents a company while the Advisor represents the Customer! S/he thinks for and on behalf of the customer! And that is what the customer is going to pay you a fee for!
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This blog urges you to THINK and ACT like an Advisor who is
  1. Knowledgeable
  2. Professional
  3. Balanced 
  4. Well Groomed!
And this site will equip you with advice on how to be all of these - and more! Wish you a Happy Journey!

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