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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Budget leaks branded 'disappointing' as tax-free cash cut rumour resurfaces

Calls to ‘ignore’ Budget speculation

Isabel Baxter
clock 22 August 2025 • 4 min read
Inside Quilter Academy: Translating academic learning into practical application

Inside Quilter Academy: Translating academic learning into practical application

13 weeks of focused post-qualification training and development

Chris Jones
clock 22 August 2025 • 4 min read
Provider letters of authority response times improve

Provider letters of authority response times improve

Only one provider’s performance remained flat, Pension Lab finds

Isabel Baxter
clock 21 August 2025 • 2 min read