Do You Have What It Takes to Be a Financial Advisor?

Do You Have What It Takes to Be a Financial Advisor

Top financial advisors almost always possess the same traits and skills. Not only do they have a great work ethic and a determination to succeed, but their interpersonal skills are second to none. In particular, elite advisors ooze charisma – a charisma which they use to influence people.

In this post we’ll look at what it takes to be a Financial Advisor and some skills successful advisors share.

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Develop Leadership Skills So Clients Will Follow You

Develop Leadership Skills So Clients Will Follow You

There’s far more to being a good financial advisor than simply setting up a financial plan and then walking away. The best advisors not only identify which path clients should take – but accompany them for the entire journey. Your clients need to know that you’re committed to their long term success. They will look to you for reassurance along the way. So you need to step up to the mark and develop strong leadership skills.

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Sociability Is the Skill of Interacting Well with Others

Social Skills for Financial Advisors

The definition of sociability sounds mild: the quality or state of being sociable. The significance of sociability is anything but.

Sociability spawns likeability and likeability cannot be overstated in a business based on strong relationships.

People do business with people they like. An Advisor who does not have good social skills is probably not going to be likeable; and Advisors who are not likeable don’t last too long. They just don’t interact well.

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Your Clients Look to You for Leadership

Leadership Skills for Financial Advisors

The more uncertain the times, the more certainty clients want from you. They want you and they expect you to guide them to their goals. Like it or not, you are depended upon for your leadership skills. This may be unfair to you.

You weren’t taught leadership in training.

Nonetheless, the role has been thrust upon you.

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