Potential traits of a financial advisor alike Lee Bressler

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Potential traits of a financial advisor alike Lee
Bressler
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Excited about doing Financial Planning- Successf
ul Financial advisors are those who are very
enthusiastic about their subject. Because in
financial industry several changes regarding
standards, laws as well as methodologies are
constantly evolving. Therefore a good financial
advisor would be a keen learner about latest
trends and technologies that are emerging in
financial industry.  
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Deep Analytical Skills- Lee Bressler suggested
that it is a duty of a financial advisor to
perform deep analytical skill regarding cash flow
planning, retirement planning, investment
management, insurance planning and many more in
order to help his client in terms of financial
planning. Thus, it is important for a financial
planner to have ability to analyze all the things
deeply before making any decision.
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Professional Salesmanship ability-This is one
of the most important traits of a financial
advisor says Lee Bressler. A good financial
advisor must have a salesmanship spirit that can
be used to clearly communicate to the client
about the problem or a gap in his financial plan
in order to seek a business from his customers.
Lee further suggested that a good financial
advisor must have courage to ask for a business.
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Curiosity- Successful financial advisor are
those who have a capability to perform deep
research about the client investment. It is his
duty to provide a comprehensive solution to all
of its problems as well.
 
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Lee further suggested that successful financial
advisors are those who put the interest of a
client first. Selling a product which of no
interest to its client is quite immoral.
Therefore, it is the duty of a financial advisor
to look for the things in which he is interested
and that can help in achieving their financial
goals.
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As a financial Advisor Lee Bressler believes on
the fact that in the coming future, the usage of
cloud computing in the banking as well as in
financial industry will play a major role in the
overall growth of a financial businesses. He also
states that the process of combining creative
engineering with design thinking also plays an
important role in the rapid growth of financial
industry in the coming future.  
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Lee Bressler has completed his master as well as
bachelors degree from Tulane University. He also
like to do volunteer in several organizations and
he is also appointed as one of the member of a
Conservation District Advisory Committee where he
work on evaluating strategic demolitions of
blighted houses as well as he also work on the
request for demolitions in historic
neighborhoods.
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Lee Bressler has started working with Raymond
James and Associates Inc. he has been working
with this organization for five years. A
financial Advisor Lee Bressler provide his
services for managing your finance. He also likes
to give his assistance for providing you an
adequate information about the investment
industry as well as he likes to provide his help
for providing you the information about the
overall functioning of a stock market.
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  A financial advisor Lee Bressler has mentioned
some traits which are essential for becoming a
good financial advisor .The successful financial
advisor must possess an ability to negotiate with
their client fairly.
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