Having a Career in Financial Management
If you were in the shoes of your clients, would you consider and end up deciding on hiring yourself as a financial adviser?
So many things have been said and written about what makes a good financial adviser – his habits, the innate characteristics which he is gifted with, his credentials and qualifications on paper, and the list goes on. Have you identified yourself with any of those things and attributes?
How about these essential qualities that make for a good financial adviser? Have they crossed your busy mind that is so engrossed in numbers, money-making and investment strategies?
Let us guide you through a rather brief self-assessment. Read on and learn a little bit more about yourself. Do you have these in you to be called a financial adviser, a good one to be more specific?
Characteristics of a Good Financial Adviser
A good financial planner has been schooled and is very learned in business, and financial planning and strategies. Beyond that, he has to have experiential credentials. It goes even further than that. He thinks on his feet and the way his mind works is very adaptably. He knows his clients, their needs and their goals and so he knows how to adjust to them, customize his approach to financial advising accordingly depending on their personal individual circumstances, and ultimately applies his technical knowhow combined with experience based on these contexts.
His excellence is not just reflected on paper. He has the street smarts even which is a deemed necessary ingredient in staying power in his chosen career. He has wisdom too. All these he incorporates on the job.
That is what expertise in financial planning is.
What do you think? Do you belong?
He cares, and truly, for his clients and their financial health. His profession in finance is never just about quota, commissions and earning for himself. He would not shove a new product which he is selling to a client if he believes it in himself that the product is inappropriate and lacking significance in his given situation.
A good financial adviser finds the time to have actual conversations with his clients over some coffee and makes them feel valued and comfortable. While he does some necessary talking and a lot of crucial financial advising, he too is an authentic listener.
He serves as a partner to his clients, guiding them to financial stability and success. His clients are a priority.
Proactiveness and Initiative
A good financial adviser is a good communicator. He keeps his clients posted with updates in exiting financial issues, concerns and trends which can affect and impact his clients’ previously thought out plans and routes to take in their investments. He is first to pick up the phone to inform his clients if there are any new doors open that lead to new and great financial opportunities.
He goes out of his way to direct his clients to the right way.
How are you faring so far? Do you still qualify under the good financial adviser category?
Confidence and Composure
A good financial planner is an expert, communicates effectively, takes action as necessary and is concerned. Equipped with all these, confidence and composure on the job follows.
He is patient, calm and composed as are the online financial advisers on www.lifesgreat.com. Time may be of the essence but urgency without security is not. So, he takes the time to listen, read, observe, analyze and evaluate before he speaks what he decides and believes will be best for his clients.
Are congratulations in order for you? Do have these foundational features to deserve to be called a financial adviser who is good at what he does?