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What advise do you have for Advisors being a fiduciary?

Last Updated: Jan 19, 2017 03:53PM EST
What best advice would you give advisors in how best to work with clients in a fiduciary manner?
  • All human beings have a financial personality which includes emotions that can erupt both positively and negatively when dealing with money. These emotions can manifest as over exuberance or fear.
  • Both client and advisor need to understand the behavioral responses driving decision making.
  • Without this mutual insight, every outcome of the financial planning process becomes a potential complaint.
  • Identifying each person's financial personality regarding how that drives decision making, will reduce costly complaints.

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