here are 10 things clients care more about.

In our experience, this is what  clients care about:

"1. I am comfortable that you (the adviser) know me, my personal situation, my goals, objectives, values, dreams, aspirations, concerns and fears.

2. I feel confident that you now have a total grasp of my financial situation (especially the parts that relate to the advice that you will be providing).

3. I am aware of the financial issues that I have, even though I may not have been aware of these issues prior to meeting you.

4. I like that my planning starts with me, my situation, my goals, my objectives and the right strategies.

5. I like the fact that the conversation did not revolve heavily around product.

6. I feel more confident that you took the time to explain financial concepts that are relevant to me in a simple and easy to understand manner.

7. I now understand the importance of the right behaviours and it being the most critical determinant of my financial success, even more so than products or even strategies.

8. I like the fact that you have shown me what is possible and what outcomes I can reasonably expect from your advice and how they will help me with the dreams and aspirations that we discussed when we first met.

9. I feel more certain about the future knowing that you will be there to assist me keep on top of my progress, keeping me on track to achieving my desires and prevent me from making the common mistakes.

10. I feel more confident because now I understand better.

I think it's great that you as my financial adviser are experienced, qualified, knowledgeable and across all the products, rules and legislation, but you really had me on the top ten points


John  McAuliffe