Client Bill of Rights

Paul FennerPersonal Finance

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 the 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
  • Bring the client peace of mind
  • Help to simplify clients lives
  • Be worth more than what client the pays