Conscientious advisers are the most successful - Quilter

Personality traits of top advisers revealed

clock • 1 min read

Conscientiousness is key to being a successful and happy adviser, Quilter research has found.

Quilter surveyed more than 130 financial advisers on their personality traits and how these correlated with their financial metrics and general wellbeing. It measured advisers' extraversion, agreeableness, conscientiousness, intellect and emotional stability through a logic and personality test. It concluded that conscientious advisers - described as hard-working, persistent, organised and careful - were the most successful.  The survey also found high levels of intellect and openness to experience were advantageous in the post retail distribution review era, marking a shift away f...

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