Last updated: October 07 2009

The 10 Biggest Communications Mistakes Financial Advisors Make

Financial advisors have been under a great deal of pressure since the markets imploded in 2008 ñ and investors began losing millions. ìIn many cases, the troubled markets have put the advisor-client relationship in jeopardy,î says Jim Gray, Principal of Media Strategy Inc. ìAdvisors don't help their cause when they carelessly or unknowingly alienate clients and put further pressure on relationships that already run the risk of blowing up.î

Mr. Gray, a media and presentation skills coach who works extensively in the financial services industry, will reveal the 10 biggest communication mistakes that advisors make when conversing with prospects and clients at the 6th annual Distinguished Advisor Conference to be held November 8 -11 at the Loews Ventana Canyon Resort in Tucson, Arizona. Gray will demonstrate how advisors can, with more preparation and focus, initiate positive, productive conversations that lead to solid, enduring relationships.