If you are just wondering what does a financial advisor do then read this. A financial advisor is a professional, who helps a family, organization or firm (big & small) and an individual in meeting their financial needs. A high prosperous customer agrees meeting you & you require the revenue of this customer to bring. You believe about the features & benefits you sense will bowl on this particular potential and important client & you are prepared to now "knock that ball off from the park."
Potential clients arrive at the office & after being comfortably seated, one chats about game on television last night & vacation they returned just from. After the rapport building, one launches to his or her description of the entire benefits and features of working along a financial advisor.
A financial advisor listens to his or her potential clients very politely and carefully. In fact, financial advisors let you ask questions. And there are few of them, who after hearing all your financial story – comes up and says I will think about it. I mean really what sort of answer was that? As a financial advisor, you are supposed to solve all my problems and you give out an answer like this? This makes people wonder if things said about financial advisor is actually true in real?
So financial advisors needs to have
- Good communication skills
- Fluent in speech
- Ability to understand the client goals and requirements
- Politeness
- The right way of approaching