Building Client Trust: The Key to Success | Practice Management for Financial Advisor | Amit Trivedi

In this episode of Practice Management for QFA, Anooj Mehta, VP - Partner Success, sits down with seasoned financial expert Amit Trivedi, Author and Trainer, to dive into one of the most crucial aspects of financial advisory: establishing trust with clients. Amit shares valuable insights and proven strategies to help QFAs build lasting client relationships, foster trust, and set the foundation for successful advisory practices.

Watch Amit as he explore practical tips to strengthen your advisory skills, including building rapport, understanding client needs, and creating transparent communication channels.

🔔 Stay tuned for upcoming episodes where Amit Trivedi continues to guide financial advisors in enhancing their practice management and personal growth.

Chapters:
0:00 - Introduction
1:34 - How can advisors make clients comfortable discussing finances?
4:26 - How can financial advisors enhance credibility?
10:34 - How to manage clients' High Expectations Without Discouraging Them?

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About Practice Management for Financial Advisor:

As a Qualified Financial Advisor (QFA), your clients’ trust is your greatest asset. Practice Management for QFA is a series of insightful discussions with industry expert Amit Trivedi, aimed at helping financial advisor excel in client relationships, personal growth, and practical advisory skills.

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Amit Trivedi, Author and Trainer

Follow Amit here:
LinkedIn:   / amitmtrivedi  
𝕏 (Twitter): https://x.com/AmitMTrivedi