Tailoring your financial products to your client is not compulsory.

When it comes to selecting products and services, clients mainly gain confidence in their decisions from their relationship managers.

Gaining this level of trust from clients shows how important it is to be capable of wearing the Technician’s hat. By having a deep knowledge of all products and services, recommendations can be tailored to each client’s individual needs.

To retain the privilege of wearing this hat, wealth advisors must roll up their sleeves, put on their hard hat and deepen their knowledge across a range of topics.

Discover how wealth managers’ usage of a Technician’s hat gives a client confidence in their product and service selection. Download our report ‘The many Hats of The Wealth Manager’