What Makes a Great Financial Advisor?

What Makes a Great Financial Advisor?

Financial advisors play a very important role in society. They help people who have worked hard for their money to plan their cash flow, plan for their retirement, plan their estates, and much more.

Dave Trowbridge is a financial advisor with many years of experience who is admired throughout the industry. Looking toward his career and what he has achieved over the years, we can get a close idea of what makes a fantastic financial advisor.

Looking for some inspiration? Here’s a closer look at exactly what makes an excellent financial advisor and how you can take your performance to the next level.

Four Key Financial Advisor Traits

Here’s a closer look at those four key traits that every fantastic financial advisor is able to exhibit.

Deep Analytical Ability

Of course, it’s absolutely important that financial advisors have wonderful analytical abilities. They must be able to balance a wide range of areas in finance, seeing through all of them and how they can come together to create a winning plan.

Perhaps the most important area of all is the investing area. Financial advisors must have the ability to track markets and understand where they should place the money of their clients. They should have a proven track record and a strong understanding of the way the financial world operates.

Great Salesmanship

When it comes to building a track record, financial advisors will want to grow their book. These past successes show that the financial advisor is capable of achieving success and prudently managing the money of their clients.

The most effective financial advisors have the salesmanship abilities necessary to pitch their results and what they can achieve for a client. They are able to interpret their previous successes to demonstrate clearly how they can help their potential clients.


Perhaps above all else, curiosity is the trait that can really separate a poor financial advisor from a great one. The most effective professionals are able to get to grips with their client and truly understand what they hope to achieve.

To make sure that this is the case, the financial advisor must be curious and learn to ask the right questions at the right time. This will help them to piece together a clearer understanding of the needs of their client.

A natural sense of curiosity will ensure that the advisor is authentic and transparent – two very important traits that are really valued by customers.

A Passion for Wealth Management

Of course, it’s very important that a person in any profession loves their work. Equipped with a genuine passion for their day-to-day tasks, they will be able to achieve the best results possible.

This is the case when it comes to financial advisors, too. The ones that really stand head and shoulders above the competition are those professionals who start each day with a strong sense of commitment and passion.

We hope that this closer look at the features of a great financial advisor has helped you!