Transparency Builds Client Trust
To grow your client base, your AUM, you need the client’s trust. You not only want to acquire new clients, but to keep them. In today’s marketplace where competition is fierce, new government regulations, and financial fraud news stories sensationalized by a 24 hr. news cycle, you need something to differentiate yourself. To build trust.
Who knows better than you how financial fraud perpetrated by others has damaged your reputation by your simple affiliation in the same industry?
Clients Look for Transparent Financial Advisers:
A recent CFA Institute/Edelman Survey found investor distrust well rooted in the perception of your profession, your industry:
- 46% Do not Trust the Financial Services Industry
- 54% Believe there is not enough Regulation
Opportunity for AUM & Client Growth by being Transparent:
With a record $1 trillion sitting dormant in savings & checking accounts, your future clients are paralyzed with fear and distrust. They want help, but do not know where to go or who to trust.
- 83% want better behavior in business practices and keeping their families safe. However only 56% believe industry practitioners act in this manner.
There is a solution to help you overcome these perceptions and grow your book of business. A MoneyFAX Report.
MoneyFAX Provides Adviser Transparency
A MoneyFAX Report is a story about you. Easy to read and free to prospects. A MoneyFAX Report gives you the creditability to connect and communicate with prospects to build rapport & trust. We call it The Trust Channel, and it works simply like this:
When coupled with our targeted marketing campaign, clients will seek you out.
Start your journey today and start growing your business, visit our Sign-up page, or email Info@TheMoneyFAX.com, or call us 888.584.5580.