Desjardins Insurance February 22, 2024
We created an e-book for financial services advisors to remind themselves of the important role they play in the lives of their clients. Done well, the relationship between a financial services advisor and their client is based on trust, candor, and the sharing of life’s most impactful moments.
Each financial services advisor brings a part of themselves to their craft; there is no one way to get the job done but there are certain common best practices that can be followed. In addition, not everyone arrives at the profession in the same way or for the same reason.
In the fall of 2023, we interviewed a cross section of financial professionals to get their best advice; advice that has resonated with them during their careers. Our goal was to produce an e-book of motivating advice that could support an advisor’s practice.
This e-book is also available in the Promotions and communications > Tools > E-book | A profession with purpose section.
