Early in 2013, my firm spent hundreds of thousands of dollars with a consulting firm conducting primary research with our best clients asking this exact question. Experience and knowledge was in the top ten reasons why they liked our advisors, but it was only one of about 25 reasons that surfaced. What I really learned with this process is that it doesn't really matter what I think makes a great financial planner. What matters is what your clients think makes you great. In our busy lives, little time is devoted to asking clients what they like about you and what more they'd like to see from you. Let me share what I learned.
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