Trust is more important than satisfaction and is paramount in Wealth Management
How do you really measure trust and climb the Trust Ladder© ? How do you build dialog concretely ? The Trust Ladder© gives you a client trust score and reveals the next question to ask to build-up trust from there. Read more about the psychological theory behind the Trust Ladder© in this article.
- No client satisfaction survey to send to client
- Relationship managers self-evaluate client trust
- Relationship managers keep results for themselves
- Relationship managers know the next question to be able to ask to climb the Trust Ladder© and deepen trust
Each question evaluates dimensions of dialog with clients and deepness of this dialog.
This is a simple tool the relationship managers can use by themselves for each client.
One client, one questionnaire.
Very easy to use, as you just have to question yourself about your interactions with your clients.
To avoid any psychological bias, each question are answered by Yes or No.
The whole questionnaire comprises around 30 questions.
Take note of your score, identify the next question to ask, reflect on the conditions to create to be able to ask next questions, and see how you climb the trust ladder and deepen relationship from Good provider to Tactical partner and ultimately to Trusted advisor.
Follow the questionnaire for each client relationship.
As we want to avoid any bias and wrong interpretation, we developed the question so that you just have to click Yes or No.
Click Yes only if you are sure and have observed it yourself, otherwise do not click anything or click No.