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10 Attributes of a Great Financial Advisor

Quinn Waddington - Nov 05, 2019

This article really struck a chord with me.  I have never been accused of being too outgoing or boisterous, which are often attributes you see in successful advisors.  I have decided to build a business by using my own strengths and surrounding myself with wonderful clients who appreciate that honesty. 


You can have a read of the article but I have also listed the 10 attributes below.  If you are looking for a new advisor, this list is as good a place as any to start.


1. Purposeful: They have a clear mission to serve clients and help them reach their goals.


2. Empathetic: They know they cannot effectively serve clients without genuinely relating to them.


3. Authentic: They reveal their true selves to clients.


4. Intellectually curious: They continue to search for the most robust solutions for clients.


5. Personally inquisitive: They work hard to uncover what’s truly meaningful to their clients.


6. Quiet: They listen more than they talk.


7. Passionate: Their unwavering desire to do well for others drives constant improvement.


8. Entrepreneurial: They run their practice as a business and plan strategically for the future.


9. Honest: They set realistic expectations about controllable actions and probable outcomes.


10. Disciplined: They don’t let market swings or media messages drive impulsive actions.