Nine Reasons Why Financial Advisers Should Sharpen Their 'Soft Skills'

In the financial world, it’s not just about knowing your numbers.

A financial adviser smiles across her desk at her older clients.
(Image credit: Getty Images)

Many think of finances as purely a numbers business, but in reality, it’s a people business, too. Financial advisers work closely with their clients, often getting to know them on a deeper level than others might due to the sensitive nature of the work they do together. Discussing and receiving advice about one’s financial goals and personal money habits can be very vulnerable, and so working with a financial adviser who puts focus on their “soft skills” can be a much more comfortable and rewarding experience.

Below, the financial experts of Kiplinger Advisor Collective touch on nine other reasons why financial advisers and other financial professionals should sharpen their soft skills, and address why doing so can make for much better client-adviser relationships. 

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Disclaimer

The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.

Kiplinger Advisor Collective

Kiplinger Advisor Collective is the premier criteria-based professional organization for personal finance advisors, managers, and executives.