trust is the primary ingredient

julie johnson, cima, cfp,  is the founder and chief engagement officer of xy communication and a former senior vice president with ubs. she helps financial professionals to increase engagement with existing clients, prospects and peers by improving their ability to communicate, connect, and build trust and loyalty.

it drives retention, loyalty and growth.

by julie s. johnson
the holistic guide to wealth management

the insurance network for fiduciary advisors reported that 96 percent of clients are looking for wealth transfer advice from their advisors while they’re still alive, but fewer than one in four (25%) of financial professionals provided it to their clients.

why is there such a disconnect?

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so many financial professionals have told me it’s not their job to hold clients’ hands during the emotional challenges of death, divorce, inheritance. “they hire us to take care of their financial goals and challenges, not be their therapist,” advisors tell me again and again. this comment, and multiple variations of it, are what i hear often after speaking or writing on this topic.

that disconnect is your opportunity as a cpa!