5 Traits of Top Financial Advisors | About Money by Francesca McLin

Want to know how to be a top financial advisor? Then read on. These traits have been culled from studies, interviews with top planners, and sources around the web.

They spend a significant amount of time with people who can help grow their business. Elite advisors are always seeking to move the dial for their business and network endlessly with people who can help them achieve greater success. Clients, prospects, professional centers of influence, and members of their network all bring something to the table and top advisors spend a lot of their time establishing and deepening relationships in order to grow their business.

Here’s an actionable tip: Track your time for the next month and total up how much time you spend in meetings with clients, prospects, or networking. Ideally, you want to spend at least half of your time in this business generating activities.


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