How to Answer: How do you show potential clients that you are a trusted source of information on wealth management and other financial topics?
Advice and answer examples written specifically for a Fidelity job interview.
27. How do you show potential clients that you are a trusted source of information on wealth management and other financial topics?
What You Need to Know
An advisor or professional in the financial industry must instill confidence in their clients. Your clients have to trust that you are in the know and up-to-date, able to protect their interests and grow their wealth. Describe how you show potential clients that you should be their go-to source concerning their financial future. Take this further by sharing resources they would find of value to increase their loyalty to your offerings. Such as suggesting the Fidelity resource library, where they can find articles, information, and insights. Also, Fidelity "Launched two new newsletters, Smart Money for young investors, and Wealth Insights Weekly for investors with more complex needs, and more than 300,000 customers and prospects subscribed in the first year."
Written by Kevin Downey on March 8th, 2023
1st Experienced Example
"As a wealth management professional, it's most important that I show my clients the value they would receive from working with me long before they officially hire me. Every quarter, I provide my clients and prospective clients with an in-depth market report. I research and write the report myself, ensuring that I am a thought leader and someone they can trust. If big news comes out, I aim to be the first person in the inbox to demonstrate that I'm on top of important news that could affect their assets. I make myself available through phone calls and Zoom meetings, even by putting in extra hours. My clients' trust and peace of mind are my top priority."
Written by Rachelle Enns on September 28th, 2021
2nd Experienced Example
"Showing that I am with them every step of the way is crucial. I will give reading recommendations to my prospective clients and do everything I can to empower them. When a potential client sees that I am looking out for them, even when they haven't committed to working with me, I bring trust and value to the equation."
Written by Rachelle Enns on September 28th, 2021