- ISA
- Are you making the most of your ISA allowance? Halifax offers two types of ISA - cash ISAs and stocks & shares ISAs.
- Cash ISA
- Savings
Top 10 Qualities required by a good financial advisor
 |
| English: YOKOSUKA, Japan (Dec. 3, 2008) Michael Spiltener, a financial advisor with Yokosuka's Fleet and Family Support Center (FFSC), gives a presentation on responsible holiday spending to members of the community. The Yokosuka FFSC offers a series of classes for service members and family members on responsible financial management. (U.S. Navy photo by Mass Communication Specialist 2nd Class Byron C. Linder/Released) (Photo credit: Wikipedia) |
The
major obstacle for an investor is the search to identify a good
financial advisor. I am giving you and idea about the personal and
career qualities highly required by a good financial advisor to choose
him as your own.Personal Qualities
1. He/she should be well qualified and have master knowledge in his area
2. He/she should have considerable experience as a financial advisor with successful performance background.
3. He/she should have a passion to the work and should not be lazy. He should have well idea and knowledge about the services and products available in the market to select the best among them for a customer.
4. He/she should be accessible by a customer at any time.
5. A good financial advisor should not be greedy or only profit minded fellow.
6. He/she should have enough feedback from his satisfied customers to add glory to his career.
Career Qualities
7. He/she should be able to understand the investment objective of a customer in a high degree by considering major factors like age, living standard, financial position of the customer..
8. He/she should be well enough to identify the risk profile of the customer.
9. Advisor should be able to advise and select suitable investment products as per the objective and risk profile of a customer.
10. An advisor should have the ability to track and balance the portfolio of a customer considering major factors like market conditions, which may affect the portfolio.
Try to find these qualities to your financial advisor. A best part of the above qualities are, if an advisor doesn’t meet any of the above, he is the one not for you.
Any Comments? (None? Take a Look Here!)
This Section Dedicated to Charity. No Promotion/Ad Allowed. Only Clean Comments would Pass Our Strict Moderation.
2 Creative Comments are Rare Specious. Try One::