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What do brokers want from their clients?

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If you want to work with brokers effectively, you need to understand what they expect from you as a client. Brokers are professionals who help you buy or sell assets, such as stocks, bonds, real estate, or commodities. They act as intermediaries between you and the market, and they charge a fee or commission for their services. In this article, we will explore what brokers want from their clients, and how you can communicate with them clearly and respectfully.

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Edgardo Berrios

Retired Chubb Executive Claims Director specializing in Fiduciary Liability Policies

1 Trust and transparency

Brokers want to build a long-term relationship with their clients, based on trust and transparency. They want to know your goals, preferences, risk tolerance, and financial situation, so they can offer you the best advice and options. They also want you to be honest and upfront about any changes or issues that may affect your transactions. Trust and transparency are essential for brokers to protect your interests and comply with ethical and legal standards.

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Edgardo Berrios

Retired Chubb Executive Claims Director specializing in Fiduciary Liability Policies
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Brokers want to work with someone with insight, creativity, honesty, and integrity. The broker looks to you not only to assist in communicating benefits, that's the easy part, but also communicating bad news with a rationale and analysis that their client can follow and accept. It's how you communicate the latter that is more important than the former, because the broker has entrusted their relationship with their client to you; therefore, it is more than just business to them.

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2 Communication and feedback

Brokers want to communicate with their clients regularly and effectively. They want to keep you informed about the market conditions, the status of your orders, the performance of your portfolio, and any opportunities or challenges that may arise. They also want to hear from you about your questions, concerns, feedback, or suggestions. Communication and feedback are vital for brokers to understand your needs and expectations, and to adjust their strategies accordingly.

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Edgardo Berrios

Retired Chubb Executive Claims Director specializing in Fiduciary Liability Policies
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Being accessible is not just important; it's the life blood of a business relationship. But this means to actively listen to better understand the issues for which a solution is being sought.

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3 Respect and professionalism

Brokers want to be treated with respect and professionalism by their clients. They want you to respect their expertise, experience, and recommendations, and to follow their instructions and guidelines. They also want you to respect their time, availability, and boundaries, and to avoid unreasonable or unrealistic demands. Respect and professionalism are important for brokers to maintain their reputation, credibility, and satisfaction.

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Edgardo Berrios

Retired Chubb Executive Claims Director specializing in Fiduciary Liability Policies
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Brokers want you to demonstrate to their clients that they add value to the relationship that is beyond that which justifies their compensation. One rule I had is that goods news is always communicated by the broker and I delivered and explained any bad news directly to the client.

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4 Loyalty and referrals

Brokers want to retain their clients and grow their business. They want you to be loyal and faithful to them, and to avoid switching to other brokers or platforms without a valid reason. They also want you to refer them to your friends, family, or colleagues who may need their services. Loyalty and referrals are beneficial for brokers to increase their income, network, and market share.

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Edgardo Berrios

Retired Chubb Executive Claims Director specializing in Fiduciary Liability Policies
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Relationships, relationships, nothing is more longer lasting than a relationship built on mutual commitment to excellence and success.

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5 Learning and improvement

Brokers want to improve their skills and knowledge constantly. They want to learn from their clients, peers, mentors, and industry experts, and to keep up with the latest trends, technologies, and regulations. They also want to learn from their mistakes, failures, and feedback, and to overcome their challenges and limitations. Learning and improvement are essential for brokers to enhance their competence, confidence, and value.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What do brokers want from their clients?

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3

4

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1 Trust and transparency

2 Communication and feedback

3 Respect and professionalism

4 Loyalty and referrals

5 Learning and improvement

6 Here’s what else to consider

Working with Brokers

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