How to Build Your Reputation: Survey Findings and Implications

A. Lynn Matthews, Ph.D., Wichita State University
Blaine Aikin, AIFA®, CFP®, CFA, Fiduciary Subject Matter Expert

May 13, 2020

How can financial advisors best build their reputation and grow their business? Through a survey of Fi360 members, the authors test the relative impact on financial advisor reported compensation of emphasizing and enacting 1) credibility, 2) reliability, and 3) client-centricity. Results of the survey and practical implications for different types of financial advisors will be discussed.

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