FPA Connect: Creating Trust and Transparency in the Client Relationship

Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals have their best interest in mind, and leaving financial planners and counselors tasked with turning mistrust into understanding and action. Learn more about how to break down client barriers by facilitating financially transparent communication with Dr. Emily Koochel, AFC®.