Independence Works Best When Built on a Clear Foundation 

Because they’re independent, financial professionals can give advice tailored to individual situations, adjust to changing circumstances and focus on what clients need. Clients appreciate independence when it’s shown through consistency, clarity and follow-through. Trust is built through deliberate practices carried out in everyday interactions.

Because of their independence, these financial professionals have more responsibility. They’re responsible not only for the advice they give but also for day-to-day operations. The way relationships are handled over time affects client experience, communication and follow-through.

Independence works best when business operations are clear. When expectations align with your method, you can focus more on your clients and spend less time dealing with uncertainty. Preserving consistency helps to reduce problems, promote growth and enhance client experience.

Trust is developed gradually when clients see that a firm is steady, attentive and reliable. Independent financial professionals can maintain trust through periods of growth and change by striking a balance between independence and support. Having support, being consistent and setting clear expectations improves the client experience and adds to long-term value.

Jeremy Robson, President, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC

Read the full article: Independent, Not Alone: Creating Trust Through Partnership