5 Traits the Best Financial Advisers Share - PowerPoint PPT Presentation

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5 Traits the Best Financial Advisers Share

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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 – PowerPoint PPT presentation

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Title: 5 Traits the Best Financial Advisers Share


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
advisers 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 individuals 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
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