Earning Trust and Building Relationships: What Clients Really Want from Advice
In this episode of the Adeptli Podcast, we’re joined by Alex Kell, Chartered Financial Planner and Principal of Quayside Wealth Management, to explore what it really takes to build trust with clients.
Alex shares his journey into financial advice, the lessons he learned from changing careers, and why client relationships should be built around people, not products.
Together, we discuss credibility, client trust, handling difficult conversations, and why good financial planning often starts long before any recommendation is made.
This is an open and practical conversation about advice…
The skinny
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