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June 17, 2022 // The Five Traits of a Successful Financial Advisor:

Successful traits of a financial advisor in Calgary


When you need advice related to your finances, you’ll most likely turn to hire a financial advisor who will help you navigate the complexities of the economic world. Financial assistance is paramount when you’re trying to modify your estate, establish a will and testament, or when you configure your retirement plans. And whether you’re hiring a financial advisor or seeking to become one, certain traits and behaviours indicate that a financial advisor is skilled at their job. These successful traits should be sought after when you’re trying to better your financial situation by hiring a professional advisor or when you’re attempting to succeed in your position as a financial advisor in Calgary


Find out the five most important traits a financial advisor can assume that will stipulate success. 




For financial advisors to succeed with their clients, they must put themselves in their client’s shoes and become understanding and receptive to listening to the financial problems their clients may or may not face. Because nothing will feel worse or more uncomfortable to a client than their financial advisor making judgements pertaining to their financial situation, a financial advisor needs to extend an empathetic motion during a meeting when evaluating a client’s finances. 


Analytical and strategic 


To exude success, a financial advisor should strive to become analytical and strategic when broaching a client’s needs. Being well versed in various financial concepts and outcomes can equate to client satisfaction and financial advisor satisfaction. A financial advisor should be an expert of sorts in the field of financial literacy to help establish and eventually meet a set of goals that a client may need to set up their future finances or avoid potential financial ruin. When financial advisor is both analytical and strategic with every client they meet, mutual gratification and contentment are bound to follow for all involved parties. 

A couple meeting with their financial advisor


Calm and collected


Being in a compromising financial position can be extremely stressful and what clients need is an advisor that will calmly guide them to find an effective solution. According to financial experts, financial advisors often assume a similar role akin to therapists as they often listen to their client’s doubts and concerns and then calmly offer solutions to their situations. To quell worry caused by any turbulent events that a client might be going through, a financial advisor should always adopt a cool and collected veneer and provide the required assistance to their client. Clients need stability when they receive financial guidance, and financial advisors should provide such help with a sturdy presence to reassure the client. 




Like any given vocation, passion is most often required to achieve eventual success, and the role of a financial advisor is no exception. When your financial advisor cares about their clients and the position, it will show through their eagerness to help and learn about your financial situation. 


Personable and purposeful


When a financial advisor makes an effort to be personable with their clients and get to know them and their situation in detail, it can make any client feel more comfortable. More so, a financial advisor in Calgary should also try to be purposeful in tackling their client’s financial problems to ensure the best possible solution is available.


Playcheques is Alberta’s solution to astute and efficient financial planning. With our team of professionals who are eager to advise our clients with educated and helpful advice, we strive to be the best financial planners in Calgary! For more information about our financial planner’s services at PlayCheques Financial Solutions, visit our website at, or call us at 403 837 9344!