A company’s (or a person’s) reputation is a measure of how others perceive their quality and character. It is the consensus opinion of whether that company can be trusted. Investment advisors must be perceived as trustworthy.
Without trust, there is no basis for an advisory relationship and the business cannot exist, writes Blaine Aikin, AIFA®, CFA, CFP®, Executive Chairman, Fi360 and CEFEX.
This white paper for investment advisors covers four key points.
- Reputation is an advisor’s most valuable asset.
- Your business success is largely a matter of intentionally building, protecting and promoting your reputation.
- There are specific factors, grounded in fiduciary principles, that advisors can manage to build a great reputation.
- By building a great reputation, you benefit your business, the profession and your clients.
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Fi360
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Check our Calendar for upcoming educational webinars!
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
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