Where We Discover. Design. and Deliver. Real Solutions to Our Clients.
Trusted Advisor
What is a Trusted Advisor? Think about it… in your life you only have a handful of true trusted advisors. Perhaps your doctor, attorney, CPA and maybe close family members. Now think about the traits of what gives these people this distinction. We believe there are 8 key traits to being a true Trusted Advisor, and this is how we do business at LifeTrust 3D™.
Every client. Every day.
When you go to your doctor with an ache or pain, the doc doesn’t run in and tell you all about him/herself, how great of a doctor they are, what degrees they have earned and all about the products and services they offer. They simply ask, “so, what’s going on?” “Where does it hurt?” After lots of listening, they examine you, run tests, etc. Then, and only then do they diagnose your situation and recommend a strategy to get better. The question we ask is why should / would your clients settle for anything different. This is why we developed our proprietary Life Insurance Discovery Questionnaire. It provokes the necessary dialogue between all parties to the Trust so the goals can be established.
About
The majority of our client’s stay with us when they start with us, some even going back to when we first started many years ago. There have been many surveys about what people are looking for in a trusted advisor (doctor, attorney, financial advisor, etc.), and what typically ranks the highest is one that is committed to a long-term relationship. LT3D was born from six decades of providing trusted life insurance solutions to families so they could feel more secure.
The majority of our client’s stay with us when they start with us, some even going back to when we first started many years ago. There have been many surveys about what people are looking for in a trusted advisor (doctor, attorney, financial advisor, etc.), and what typically ranks the highest is one that is committed to a long-term relationship. LT3D was born from six decades of providing trusted life insurance solutions to families so they could feel more secure.
Dale Carnegie was right on when he said “You can make more money in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.” OK, he actually used the word “friends” instead of “money”, but the philosophy is applicable. Trusted Advisors are genuinely interested in their clients, personally, and in their clients’ businesses. A good friend once said, “Even though your clients and contacts won’t all become your best friends, it would probably be good if they at least all liked you!” We agree, and believe in the old adage about people tending to want to do business with people they know, connect with and come to trust really is true.
As Steven Covey so succinctly puts it in The Seven Habits of Highly Effective People, “Seek first to understand and then to be understood”. There is more to being a Trusted Advisor than just jumping whenever a client asks you to. You have to take the time to dig below the surface, analyze your client’s situation with unique perspective and understand why they are asking what they are asking. What’s motivating them to do that? What underlying interests are causing them to take certain positions on matters? What really are their end goals?
Another quote we love around here is Fredrich Nietzche’s, “I’m not upset that you lied to me, I’m upset that from now on I can’t believe you.” This point is pretty straight forward. Do what you say you’re going to do, and deliver on commitments… even the small ones.
For our last point, we will quote yet more surveys. In surveys done by firms from Deloitte to CEO.com, passion consistently ranks as the top attribute for executives and advisors in virtually every industry. If it’s not already abundantly clear, we genuinely love what we do, and that naturally shines through. And… we are genuinely passionate about what you do. We love digging in, using our experience and perspective to develop unique strategies that, at the end of the day, make a difference in the lives of our clients. We are genuinely interested in the challenges you face, and both creative & passionate about the opportunities you have. THIS is what you should expect when they do business with LifeTrust 3D™.
1127B Hendersonville Rd, Asheville, North Carolina 28803
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