1 / 5

5 Traits the Best Financial Advisers Share

Good Listener: The best financial advisers should have an inherent capacity to listen to their clients to determine the products and services that are in favor of them. Log on http://www.icmfinancial.com/

ThomasEdwin
Download Presentation

5 Traits the Best Financial Advisers Share

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. 5 Traits the Best Financial Advisors http://www.icmfinancial.com/

  2. There are many financial careers for people to choose from, and among them is a financial advisor. A career as a financial adviser requires a high-level of competence in various fields. To gain new and consistent clients, a financial adviser must complete licensing exams, and use creative tactics. However, the dependency of the success of a financial adviser does not only depend on the effective sales and marketing but also on other traits. Some of the best financial adviser’s traits are mentioned below: http://www.icmfinancial.com/

  3. Naturally Trustworthy: A financial adviser must be able to gain the trust of the clients through honesty and full disclosure. This way they have a higher chance of keeping the clients for a long time. • Good Listener: The best financial advisers should have an inherent capacity to listen to their clients to determine the products and services that are in favor of them. • Have Empathy for others: Usually people hire a financial adviser because they want to manage their financial circumstances in a better way. A good financial adviser must connect with these feelings of the client. http://www.icmfinancial.com/

  4. 4. Tolerance for Stress: A financial career as an adviser comes with much • stress. A financial adviser should have a high-tolerance to stressful situation. • 5. Holistic Perspective: The best advisers are those who work to integrate • different aspects of an individual’s financial life under a single plan. http://www.icmfinancial.com/

  5. Independent Capital Management- Beverly Hills Branch 1401 Dove Street, Suite 430, Newport Beach, CA Zip : 92660 USA PH : 310-557-9850

More Related