Attributes of a successful advisor.
All successful advisors and facilitators share these attributes. They combine them with flexible processes to solve clients’ problems and frustrations and address their wants and needs within their available time and budget.
Advisors and mentors must primarily be good listeners. They must interpret problems, frustrations, wants, and needs by listening carefully and accurately, not with guesswork or assumptions.
As a client, know why you want an advisor and decide what you want to gain by accessing the knowledge and experiences you seek. Understand the person you wish to engage and be sure their values are congruent.
All successful advisors have these attributes in common. They combine them with a flexible process to suit their client within your available time and budget. Advising is about real people having real-life practical experience. It means clients believe in who you are, and you can provide practical help and solutions. As a result, successful advisors listen more than they talk.
Focus on improving basic attributes.
- Authentic and genuine.
- Strong planning skills.
- Problem-solver and decision-maker.
- Financially savvy.
- Creative Strengths.
- Self-Awareness.
- Emotional wellness.
- Professionalism.
- Seeks advice.
Quotable quotes.
“Often, poor advisors will create lots of actions, and while it can help you progress, it can disguise your need for a new paradigm and the progress you seek”. Peter Sergeant
“Even when advisors work for ‘free’, they don’t like those who take up ‘Real Estate in their minds and are not paying the rent, or pay it forward”? Peter Sergeant