Slide 1 of 9
7 Traits of Top Financial Advisors
Advisors can be their own worst enemy when it comes to running a productive and profitable financial services practice. Faced with research, case studies and tools for improving their business, financial advisors often find ways not to adopt the habits that will ensure their success. The Productivity Expert, Chris Kirby, says he has worked with hundreds of advisors as a practice management consultant, and a transition consultant, and he’s come up with a list of traits that top-performing financial advisors share.