What Do You Need to Be a Financial Advisor?

You need humility, intentionality, and a focus on people over products. You need the "Advisor Intelligence" to recognize that a decision might make mathematical sense but fail the "mom test" because of family dynamics. You also need the patience to let the client's goals drive the conversation rather than your own agenda. The advisors who last in this business are the ones who genuinely care about the outcome, not just the close.

‍