Former Realtor from Muskoka Ontario Canada blogs about everything from office ethics to encounters with long lost friends! Gain insight from one sales rep's point of view as she posts her stand on everything from soup to nuts!
Last week I attended a Financial Planning seminar.. The how-tos of “Handing Down the Cottage”. This was a timely opportunity – promising tidbits that would give me a broader scope of understanding my clients’ concerns.
The presenter was well-prepared and knowledgeable. As an Advisor, he has the best interests of potential clients as a firm foundation to base business relationships on. Trust is earned, not speculated upon or toyed with.
Two attendees at this seminar reflected this keenly –they had respect and trust of each other. And both saavy businessmen. The younger of the two, a son-in-law, was intent on acquiring information which would be both helpful and strategic. Kudos to anyone who always acts in the best interest of their people.