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What features would you look for in a financial advisor you’re thinking of hiring? Explain by...

What features would you look for in a financial advisor you’re thinking of hiring?

Explain by talking about demographic characteristics, personality traits and capabilities in your analysis.

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Answer #1

Personality Traits:

Financial Advisor should have very good listening skills so that he/she can understand the client's problems about the financial need. Advisor should be patient enough to listen and conscient person. He/she should be extravert so that he/she can easily share his/her thoughts with the client at ease. Should be confident about the solutions which are provided to the client and have the caring nature.

Demographic Traits:

Education level should be good enough to understand about the financial products and ability to sell the same. So that financial advisor will have the blend of both the marketing and finance knowledge so that it will benefit client as wel as him/her.

Capabilities:

  • Ability to convince
  • Ability to listen
  • Ability to have command knowledge
  • Ability to not get angry
  • Easy going
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