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1
Purposeful
They have a clear mission to serve clients and help them reach their goals.
Great advisors want to do great work for their clients. They stake their business on doing the right thing—and know that business success will follow.
2
Empathetic
They know they cannot effectively serve clients without genuinely relating to them.
To serve well, an advisor must assume a client’s perspective. Empathetic advisors put themselves in their clients’ shoes and work to understand what matters most to them.
3
Authentic
They reveal their true selves to clients.
Effective advisors elevate the connection with clients by revealing their own personal stories. A willingness to be transparent and vulnerable helps build client trust and encourages real communication.
