About the Trust Project
As financial advisors, you are able to help many Americans plan for a secure retirement. But in order to successfully advise your clients, you first need to earn their trust.
Clients report that honesty and trust are the most important traits they look for in financial advisors, and yet nearly half of investors say their trust in financial services declined in the past year. The financial services industry needs to address this crisis in trust.
The Trust Project serves as the trust handbook for financial advisors. The project provides analysis of how trust works in the advisor-client relationship, steps for building trust with clients, and methods to ensure that a trusting relationship lasts. Additionally, our Ethics Center addresses the importance of ethics in financial services and provides guidance for the ethical advisor.
The Trust Project includes articles, blogs and interviews with industry experts, all of which provide useful tools and concrete steps for you to use to build trust in your own practice.
Clients report that honesty and trust are the most important traits they look for in financial advisors, and yet nearly half of investors say their trust in financial services declined in the past year. The financial services industry needs to address this crisis in trust.
The Trust Project serves as the trust handbook for financial advisors. The project provides analysis of how trust works in the advisor-client relationship, steps for building trust with clients, and methods to ensure that a trusting relationship lasts. Additionally, our Ethics Center addresses the importance of ethics in financial services and provides guidance for the ethical advisor.
The Trust Project includes articles, blogs and interviews with industry experts, all of which provide useful tools and concrete steps for you to use to build trust in your own practice.
Follow us to get updates when new tools are added:
Resources
- Middle-income boomers, financial security and the new retirement — Bankers Life and Casualty Company/Center for a Secure Retirement
- Middle-income boomers and retirement — Insured Retirement Institute
- Status of the Social Security and Medicare Programs — Social Security Administration
- Financial Harmony study — MDRT
- 2011 Edelman Trust Barometer findings
- The role of trust in the consumer relationship: ECSP Europe
- Financial Trust Index: Chicago Booth/Kellogg School
Recent Trust Followers
Timeline
To use this interactive timeline, scroll forward and backward, zoom in and out, and click on individual events to read more.
Multimedia
Join the conversation @ProWEBTrust
Trust: News Coverage
- New regulations will restore trust in financial industry: survey
The majority of marketing executives on Wall Street believe new regulations aimed at financial services firms will help restore Americans’ trust in the industry, according to a new study conducted by Makovksy and Company and Echo Research. - Edelman: U.S. remains more trusting of financial services industry than other developed economies
The U.S. is still more trusting of the financial services industry than other developed economies, but the industry is only trusted by a majority of people in 9 markets, according to a new report. - Investors trust advisors, not Congress: survey
The majority of individuals who work with a financial advisor display a high level of trust in the relationship, according to a survey by John Hancock Financial. - Survey: Advisors impact how Americans approach retirement planning
Consulting a financial advisor makes a difference in how Americans approach retirement, according to a new Franklin Templeton Survey. - Wealth managers who ignore social media could lose relevance: Celent
Wealth managers who are not developing a social media strategy run the risk of losing relevance, according to a new report from Celent. - SEI quick poll: Most ultra wealthy don't share goals with advisors
Most wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals. - Half of consumers trust their insurance providers: study
Only about half of consumers in the U.S. and UK trust their insurance providers, according to a new Pitney Bowes Business Insight study. - Young Americans don’t trust Social Security
Perhaps young Americans are siding with Rick Perry on Social Security. It turns out more millennials trust their pillow's a safer place for their money than in the hands of the government. - Boomers vague on Medicare
Baby boomers are more likely to think that Medicare is in for major changes than they are to understand basic Medicare program terminology. - Honesty, trust top list of important advisor traits: MDRT
When it comes to their relationship with advisors, consumers value integrity over know-how, according to a new survey by The Million Dollar Round Table (MDRT).
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