What the Advisor Said......What the Client Heard

Communication is a significant theme in Financial DNA and one that I am often asked to talk about. Certainly, it is a foundational starting point in all of our work with advisors and clients.

How advisors and clients communicate is not only important to the quality of the relationship but also to the quality of the financial decisions that get made. What happens when the communication is poor is that people start making decisions around each other because the trust has been diminished. Also, poor decisions get made because the information has not been heard as intended. The same is true when couples, families, business partners and teams communicate.