The Book
What Trust Really Looks Like
Would you lend your car to someone you just met? Probably not. But you’d lend it to someone you trust completely. That’s the level of trust clients need to feel before they hand over their financial future.
“Can I Borrow Your Car?” uses this simple metaphor to explore how advisors can build deep, lasting trust with clients, the kind that turns a business relationship into something much more meaningful.
The book covers the principles behind values-based advising, practical strategies for deepening client relationships, and a framework for becoming the advisor clients trust above all others.
Inside the Book
Key Ideas
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The Car Metaphor
A simple framework for understanding the progression of trust, from acquaintance to someone clients trust with their most valuable assets. -
Align the Process with Fiduciary Duty
Every step of the sales process should demonstrate your fiduciary commitment. From discovery to recommendation, the client should feel that their interest comes first. -
Make the Intangible Tangible
Financial advice is invisible. The model gives you tools to make your value visible so clients understand what they're getting before they commit.
Want to Go Deeper?
The book is just the beginning. Explore the Content Hub for articles, videos, and workshops that expand on these ideas.