Conscientious advisers are the most successful - Quilter

Personality traits of top advisers revealed

• 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

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read