FECIF - The European Federation of Financial Advisers and Financial Intermediaries
  • SAVE THE DATE // 10/DEC/2015 // SAVE THE DATE
  • 2nd EUROPEAN FINANCIAL CONFERENCE 2015
  • 10 DECEMBER 2015 // BRUSSELS, BELGIUM
  • »SOCIAL WELFARE IN TIMES OF ECONOMIC STAGNATION:«
  • Can smart regulation stimulate private pensions?
  • 10th DECEMBER 2015 // Renaissance Hotel, BRUSSELS (BE)
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See photos from the FECIF conference 2015

 

 

 
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Olivia GeldenhuysOlivia Geldenhuys, PortfolioMetrix Head of Support, Europe

Trust – the cornerstone of financial advice

There’s a quote that says, “Trust takes years to build, seconds to break, and forever to repair”. This is nowhere truer than in the financial world, where a person’s quality of life relies on decisions made by the experts in whom they place their trust.

As a financial adviser, your ability to build trust translates into composed clients and is the foundation upon which you grow your business. It’s useful to recognise the behavioural traits that underpin trust. Over the last seven years in my role at PortfolioMetrix, I have worked with top IFAs to understand how they succeed in their business. I have observed their approach to client relationships and in turn have learnt how to develop my own relationships with them.

From my experience, I have identified four key elements that appear to be essential to establishing trust: authenticity, competency, consistency and empathy. These elements govern the confidence clients have in the financial planning ecosystem.

Authenticity
Authenticity is at the heart of building trust. It’s one thing to claim a value proposition, but does your business behaviour stand up to this under scrutiny? Your clients will not simply take what you say at face value but...

 

  
 

The European Federation of Financial Advisers and Financial Intermediaries (FECIF) was chartered in June 1999 for the defence and promotion of the role of financial advisers and intermediaries in Europe.

FECIF, the only body representing European financial advisers and intermediaries, it is based in Brussels, the heart of Europe.

 

 

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NEW: FECIF Board Meeting 2018

Board Meeting July 2018 - Brussels, Belgium

 

 

 

 

 

 

 

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Fédération Européenne des Conseils et Intermédiaires Financiers (FECIF)
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