What qualities are most important as a financial adviser

by Adam on September 28, 2014, no comments

what-matters-most-to-your-clients-1024x584This picture shows the answer to the following question: “What Are The Qualities of Your Financial Advisor That Are Most Important To You”.

It’s part of a client experience survey (white paper) that is powered by Beddoes Institute’s Leading Practices Program (Australia)

Something to remember.


Can you add anything to this? Be sure to join the discussion by leaving a comment below this post.


This post was written by Adam, a Financial Services Apprentice (and aspiring financial planner) based in York, UK. Read more here. To follow his progress just put your name and email in the boxes below and join the Financial Planning Academy