Trust is the defining asset in wealth management. It is harder to build than a client portfolio, takes longer to establish than most firms plan for, and can be lost far more quickly than anyone expects.

Yet despite its importance, trust is rarely discussed in practical terms. It tends to appear in values statements and pitch documents, then disappear from the day-to-day decisions that actually shape client experience.

In May 2026, Fram Search hosted a webinar exploring the drivers of client trust with Anthony Scott, Managing Director, Business Development at Raymond James Wealth Management. This report draws on that conversation and on Fram's own observations from fifteen years of working across the wealth management sector.