FLBC 010: Putting the Serve Back into Financial Services

We explore what financial advisors can do in order to be better stewards of the investing public.

serve

Podcast Details:

Podcast Title:  Putting the Serve Back into Financial Services
Podcast Series: Financial Literacy Boot Camp

Full Illustrations available on YouTube Version here.

Questions/Issues We’ll Address on this Episode:

  • How can we as a profession put the serve back into financial services? What actions can we take to make sure people in need of financial services feel they can trust advisors with this great responsibility?
  •  How can I serve you? Be a listener
  • Refer away the business you can’t service. Seek the client’s best interest.
  • Always follow-up. Remain accessible throughout the financial planning advice process.

Helpful Links:

Help with Finding and Advisor
Submit a “Boot Camp Listener” question

Where to Find Us:

Website
Blog
LinkedIn
Facebook
Twitter #FinancialLiteracyBootCamp

Bio:

Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.

© 2016 DJH Capital Management, LLC.

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Author: The Maven of Financial Literacy

Dominique is owner of DJH Capital Management, LLC. a full service, comprehensive financial planning firm helping individuals build roadmaps to reach their financial dreams.