4 Qualities a Financial Adviser Ought to Have | Time by Rick Kahler
Published: July 06 2015
Clients want a leader... but not the stereotypical kind.
It’s not surprising that, according to a 2014 study, almost 90% of clients want their financial planner to be a strong leader.
What is surprising, however, is the way those clients described leadership.
In the study, conducted by the Financial Planning Association’s Research and Practice Institute—and which Julie Littlechild of Advisor Impact discussed in a recent speech—clients said a strong leader should have these four qualities: expertise, skill as a guide, deep understanding, and vulnerability.