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Investopedia

Trust: An Advisor’s Most Important Asset

By Rebecca Lake

Nick Holeman, certified financial planner and financial planning expert at Betterment, says transparency is critical for supporting these pillars of trust. “Lack of clarity and lack of transparency prevents clients from ever fully trusting that an advisor has their best interest in mind,” he says. Online financial advisors are often able to convey information clearly through digital interfaces, while advisors need to be more careful to be clear when working with clients in person.

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This article originally published April 9th, 2018 on Investopedia

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