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.

https://us.dimensional.com/perspectives/10-attributes-of-great-financial-advisors

 

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.