The 5 C's of a Strong Relationship With Your Financial Advisor


Like the other important relationships in your life, you must put in the time and effort to create a strong working relationship with your financial advisor. As you nurture this connection, you will develop a sense of trust in your financial expert, allowing you to follow his advice with confidence. It also helps your advisor learn what he needs to know to make sound, informed decisions about your finances. Here's how to best invest in your relationship with your financial advisor and make the most of your partnership.

1. Clear, Consistent Communication

The foundation of any good relationship is communication, and this is especially true when it comes to money matters. You and your financial advisor need to be on the same page in order to make sound decisions about your finances. Make sure to keep the lines of communication open at all times and that you are both clear and consistent in your communication with one another.

2. Mutual Courtesy

Like any other professional relationship, the one you have with your financial advisor should be built on mutual respect. Be courteous and polite when interacting with your advisor, and expect the same level of courtesy in return. This basic level of respect will go a long way in strengthening your relationship.

3. Open-Mindedness

In order for your relationship with your financial advisor to be successful, you need to be open-minded. Be willing to listen to your advisor's recommendations and take them into consideration when making decisions about your finances. Remember, he is the expert!

4. Cooperation

A strong relationship with your financial advisor requires cooperation from both parties. You need to be cooperative in providing information and following through on tasks that he assigns to you. In turn, he should be cooperative in answering any questions you have or addressing concerns you may have about your finances.

5. Reasonable Demands

Finally, remember that you are not the only one invested in this relationship! While it is important to make sure that your needs are being met, don't make unreasonable demands of your financial advisor. He is not a mind reader, after all! Be reasonable in your expectations and give him the space and time he needs to provide you with quality advice.


Financial success requires a solid partnership between you and your financial advisor. By following the tips above, you can nurture a strong, healthy relationship that will serve as the foundation for making sound decisions about your finances. Investing in this important relationship is one of the smartest things you can do for yourself-and for your future!

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