How do financial advisors win the battle for trust?

When clients trust you, they believe your promises, give you access to the most intimate financial details, take your advice, and provide you with referrals.

It is impossible to exaggerate the role of trust in the financial sector.

The financial services industry is at a crossroads today. Clients, conditioned by their experiences in other realms, expect financial experiences that address their wants, needs, and goals seamlessly.

Delivering on client expectations has become increasingly difficult.

Our latest episode features a powerhouse guest from the financial sector. Danielle McConnell, a prolific storyteller and Wealth Advisor with Wealth Strategies Partners, shares her views on the industry and how she ultimately builds and maintains trust with her clients.

Her notable accomplishments include:• Recognized as a Power Leader in Finance by the NBJ• A Nashville Business Journal Top Forty Under 40 winner• American Bankers Association member of the Under 40 in Wealth Management• Graduate of Young Leaders Council and member of Collective 615• A bachelor’s degree in Management form Morehead State University and MBA from Xavier University