Winning the Credibility War

Posted by Ellen Bessner in Advisor Marketing, Clarity & Focus on December 1st, 2009 | no responses

Originally published in the National Post on December 18, 2008, and based on materials published in Ellen Bessner’s book: Advisor at Risk: A Roadmap to Protecting Your Business

My previous column described risks for advisors in the securities industry, yet the most significant risk to advisors is credibility risk – the risk that a judge or arbitrator will believe a client’s testimony over that of the advisor.

pull text from http://www.casselsbrock.com/docs%5CCoping_with_Senior_Clients_Risk_Tolerance.pdf

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