Why Financial Advisors Need These 3 Qualities

Financial advisors rarely get enough credit when things are going well, but often find themselves becoming a whipping post when times get tough. Although this thankless attitude is nothing new, there are some advisors who seem immune to these attitudinal vagaries.

In our two-decade study of financial advisors and their affluent clients, we’ve compiled data during the best and worst of times. We know how the best advisors, which we refer to as elite advisors, work with their clients in good times and bad, in contrast to the general population of advisors. We also know what affluent clients want in a relationship with a financial advisor.

All of this has led us to the discovery of three timeless qualities (they have other qualities that make them elite) that personified by elite advisors.

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