ATTRIBUTES THAT MAKE A QUALIFIED FINANCIAL PROFESSIONAL A VALUABLE PARTNER
Ability to be a Facilitator. Listening is a true art form. A skilled listener provides the right climate for the expression of hopes, fears, and dreams. Resisting the temptation to force a solution, a good listener allows the solution to emerge.
Knowledge of the Marketplace. Financial products come in an array of shapes and sizes, and a financial professional knows how to tailor the solution to your specific current needs and future objectives.
Willingness to Consult Experts. A reputable professional knows his or her limitations and recognizes that some issues require the narrow focus of an expert. For example, a team approach with an accountant, attorney, and financial professional can be the best approach to attacking financial objectives.
A Genuine Interest in Your Future. A financial professional is committed to understanding what you value in your life, and to helping you enhance your options and choices in the future.