What makes good financial advice?
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We analyzed hundreds of customer reviews on the financial advisor platform FinFinder.ch to find out what makes good financial advice from the customer's point of view. Here are the most important criteria that are mentioned again and again:
Competence and expertise
The competence of the financial advisor is frequently mentioned, which indicates a high level of specialist knowledge and expertise in financial matters. Customers look for advisors who are characterized by in-depth knowledge and professional advice.
Individual and needs-oriented advice
Several reviews emphasize that advice is tailored to the specific needs and situations of clients. Tailored financial advice that addresses individual goals is crucial for many clients.
Clear and direct communication
Some customers appreciate advice without "unnecessary blah-blah", indicating a preference for clear, direct and efficient communication. Transparent information and understandable explanations are of great importance here.
Fast and efficient service
Speed and efficiency in consulting are also rated positively, which underlines the importance of prompt and effective support. Customers want quick solutions to their financial questions.
Reliability and trustworthiness
Clients' trust in the advisor, both in terms of expertise and the handling of personal information, appears to be an important factor. Reliability and trustworthiness are essential for a successful customer relationship.
Personal and empathetic approach
Some reviews emphasize the personal and empathetic approach of advisors, indicating the importance of interpersonal skills and understanding of client needs. An advisor who can listen and respond empathetically is highly valued.
FinFinder.ch - The platform for customized financial advice
And this is exactly where FinFinder.ch comes in. FinFinder.ch allows customers to select their ownfinancial advisor based on personal criteria . The platform's quality assurance ensures that each financial advisor has the necessary expertise and specialist knowledge for their respective topics. Customers receive a suitable selection of competent financial advisors and can choose for themselves who they would like to receive advice from. How FinFinder.ch works
Introduction videos and personal selection
On FinFinder.ch, the person of the financial advisor is placed in the foreground, with the employer coming second. Ideally, the financial advisors introduce themselves in a short introductory video.Videos allow the customer to gain a better impression and make an informed decision.
Over 300 financial advisors in Switzerland
Over 300 financial advisors in Switzerland are already registered on the platform. Would you like to find out more? Write me a message and I will be happy to introduce the platform to you in a personal meeting and answer your questions.
The contents of this article were written by registered financial advisors. FinFinder.ch assumes no responsibility for the content or editorial content of the information provided.