The stuff you do which is great but for me expected: professional, wealth of knowledge across all financial aspects, clients’ best interest at heart, proactive with market changes, high standard of client service.
However what sets you apart for me are the following elements:
1) You simplify complex financial matters into language I understand to enable me to make the best informed decisions.
2) You respect my position as an equal in mine and my husband’s financial matters.
3) You don’t sit on the fence presenting me/ us with copious options, you give an opinion!