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Episode 196: 10 Attributes of Great Financial Advisors
Not all Financial Advisors are created equally. Listen here to find out what 10 most important qualities to look for in your Financial Advisor; some may be a bit of a surprise.
Key Points from this Episode:
(00:54): The Advisor’s mission
(02:37): What clients are you able to work with successfully?
(04:09): How important is authenticity in an Advisor?
(05:40): How does intellectual curiosity help make a good Advisor?
(06:41): Why your Advisor should always be asking you questions.
(08:27): Red Light Green Light for clients and Advisors?
(09:10): What is 10X?
(10:02): Why is growth in the business crucial?
(13:01): Why discipline is an important trait in an Advisor?
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By The McClelland Financial Group of CI Assante Wealth Management Ltd.
4
22 ratings
Not all Financial Advisors are created equally. Listen here to find out what 10 most important qualities to look for in your Financial Advisor; some may be a bit of a surprise.
Key Points from this Episode:
(00:54): The Advisor’s mission
(02:37): What clients are you able to work with successfully?
(04:09): How important is authenticity in an Advisor?
(05:40): How does intellectual curiosity help make a good Advisor?
(06:41): Why your Advisor should always be asking you questions.
(08:27): Red Light Green Light for clients and Advisors?
(09:10): What is 10X?
(10:02): Why is growth in the business crucial?
(13:01): Why discipline is an important trait in an Advisor?