After presenting recommendations to Cashel and Mia, their financial planner asked them if they wanted to proceed with the recommendations that she had made, including transferring their investment portfolios so that she could manage them for them. When Cashel ad Mia said they needed some time to consider her recommendations, their financial planner pressured them to proceed with the recommendations. After leaving the financial planner's office, Mia commented to Cashel that the financial planner made her feel as if they were just a deal that the financial planner was trying to close. Which part of the trust equation did the financial planner impact by their behaviour?

Answer rating: 100% (QA)

In this scenario the financial planners behavior appears to have undermined trust by disregarding the clients need for time and pressuring them to make decisions hastily 1 Credibility The financial pl... View the full answer