Trust: The Foundation of Great Relationships | American Funds

  • INVESTMENT OPTIONS
  • LATEST INSIGHTS
  • PRACTICE EXCELLENCE CENTER

FEATURING

Chris Gies Senior Vice President of Advisor Education, Capital Group 33 years of experience
professional development

Trust: The Foundation of Great Relationships

Showing your choices and decisions are in alignment of the best interests of your clients is important in building a lasting relationship. Chris Gies, senior vice president of advisor education at Capital Group, shares his years of experience on how advisors can build and maintain trust with clients.
 

Video
 


Transcript


Chris Gies:
 While credibility, consistency and connection are integral parts of building deeper relationships, intent is the most important element of any relationship. Demonstrating that all of your choices and all of your decisions have been made in the best interest of your clients is critical to building and to maintaining that level of trust with them. Conveying why you became a wealth advisor and showing how your intent aligns with theirs is incredibly powerful in building trust.

Your goal should be to assure you’re fully transparent and intentional in communicating with clients about all aspects of your practice from compensation all the way through to investment selection. That transparency begins in your initial meetings and should indeed become part of every meeting with existing clients and even prospects.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

The American Funds are distributed by American Funds Distributors, Inc.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.