What traits led to top wealth advisors’ success?

المملكة العربية السعودية أخبار أخبار

What traits led to top wealth advisors’ success?
المملكة العربية السعودية أحدث الأخبار,المملكة العربية السعودية عناوين
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Being great problem-solvers, observant, and focusing on controlling what they can are some of the characteristics that top advisors say has resulted in their prosperity

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“I’m very decisive … and I’m [also] quick to say, ‘This is the wrong direction. Let’s change. Let’s adjust.’ When you’re in front of a client, you have to make quick decisions.” Mr. McClelland also attends conferences across Canada and in the U.S. in a quest for ideas to bring back to his clients. Like Mr. McClelland, Ms. Anthony sees herself as a problem-solver who is always looking for better approaches.

In addition, it’s important to find balance in life to be successful in the long term – something she does in part by getting involved in her community. He concentrates on financial planning and goals-based investing rather than short-term returns. He spends time educating clients to set reasonable expectations for performance. And he has a strong service commitment to clients that includes not letting phone calls go to voicemail.

لقد قمنا بتلخيص هذا الخبر حتى تتمكن من قراءته بسرعة. إذا كنت مهتمًا بالأخبار، يمكنك قراءة النص الكامل هنا. اقرأ أكثر:

globeandmail /  🏆 5. in CA

المملكة العربية السعودية أحدث الأخبار, المملكة العربية السعودية عناوين

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