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Relationships Over Returns – Providing Clients With True Value, with Tim Halverson
Manage episode 307441905 series 2972080
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Now is an opportune time to build deep and lasting relationships with clients, and the best way to do that, according to Senior Regional Director, Advisory & Intermediary Solutions at Russell Investments, Tim Halverson, is to ask great questions, truly listen to their answers, show them empathy in these uncertain times, and keep them on track with plan. While he says there is always a place for great returns, what is even more important is clients’ assurance that you care for them and are there for them. The greatest ROI activity an advisor can do is to spend their time developing meaningful client relationships.
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