I was reading an article recently which was focused on what would constitute a Client Bill of Rights. A Client Bill of Rights simply put is what are the expectations that a client has of his/her advisor.
So in talking with a few of my clients I came up with the following of what I seek to provide in order to fulfill my client expectations.
TAMMA Client Bill of Rights;
Really understand client and help them live their best financial life
Help client make smart financial choices and avoid mistakes
Tell the truth and be completely on the client's team
Have good judgment and be able to find answers to client challenges