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Purposeful
They have a clear mission to serve clients and help them reach their goals.
Great advisors want to do great work for their clients. They stake their business on doing the right thing—and know that business success will follow.
Empathetic
They know they cannot effectively serve clients without genuinely relating to them.
To serve well, an advisor must assume a client’s perspective. Empathetic advisors put themselves in their clients’ shoes and work to understand what matters most to them.
Authentic
They reveal their true selves to clients.
Effective advisors elevate the connection with clients by revealing their own personal stories. A willingness to be transparent and vulnerable helps build client trust and encourages real communication.
“Toby had a huge impact and played a big part in my future. I have nothing to compare with, but I have friends with an IFA and know he provides a service far above what they receive.”
“Toby listens to care, he cares about people and what we do. That’s what Toby does. It may sound corny to say he’s a truly “nice person”. If he was crap at finance, I wouldn’t employ him."
“It’s a very big thing when you are talking about your livelihood and I can’t sing his praises enough.”
“Toby is a good listener and I noticed straight away that this is a big plus point in the relationship. I was quick to understand the level of knowledge needed and because Toby listened well, he engaged with what I wanted. Toby then came to my house and met my wife and did an assessment of my and Lucy’s attitude to risk. We had regular meetings and set up our investment. The relationship has gone very well. Toby doesn’t bother me if there is no need. I always feel he’s available if I need him.”
“Toby is never heavy handed giving me loads of information, he answers questions when I need him. I leave him to it and trust him which is the biggest thing.”
