By Antoinette Rodriguez, MBA
The cornerstone of the financial advisory industry is trust. Everything from omission, to commission, to not being clear in communication, can affect the credits in relationship banks. Of course, this affects both client retention and acquisition. Watch the 4 minute video to learn more about the 5 C's of building trust for financial advisors.
Reflecting on all the freedoms we have benefited from due to the sacrifices of many brave men and women. Me and my daughter, Sofia, would like to take a moment to express deep gratitude to all those who have served in the US Military including (but not limited to) my late Grandfather, Julio Jimenez Sr., Uncle Julio Jimenez Jr., My Godfather, Vidal Sanchez, and our dear, dear John Soroko.
Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and virtual coach to financial and professional service providers.