Growing trust in business relationships is not all thatdifferent from coaching a college football team, according toCoach PhillipFulmer, former head coach at the University of Tennessee, now apartner for business development at Finworx, a behavioral financefirm that works with financial advisors.
In his keynote on the first day of the Financial PlanningAssociation's (FPA) annual conference in Nashville, Tennessee,Fulmer laid out his recommendations for how advisors can build asolid foundation for their team members and clients:
1. Be a mentor but do it well.
He described a time when he failed at that task with DustinColquitt, a punter for Tennessee who eventually went pro with theKansas City Chiefs. Colquitt was kicking high and long when hejoined the University of Tennessee Volunteers (the Vols), so Fulmerplayed him in a game where he subsequently kicked out of bounds thefirst two times, followed by a short kick that rolled back to thesnapper.
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Bernice Napach
Bernice Napach is a senior writer at ThinkAdvisor covering financial markets and asset managers, robo-advisors, college planning and retirement issues. She has worked at Yahoo Finance, Bloomberg TV, CNBC, Reuters, Investor's Business Daily and The Bond Buyer and has written articles for The New York Times, TheStreet.com, The Star-Ledger, The Record, Variety and Worth magazine. Bernice has a Bachelor of Science in Social Welfare from SUNY at Stony Brook.
