Adviser soft skills are 'crucial' and have 'never mattered more'

‘Soft skills have always been important but are now crucial’

Isabel Baxter
clock • 1 min read

Adviser soft skills such as empathy “have never mattered more,” according to M&G Wealth and Aon.

Both firms have built the ‘adviser future skillset' – an articulation of what they think are the most important skills for financial advisers. This was highlighted in their recent report – The Financial Advice Paradox – published today (17 June). This is split into five categories: client, digital, connection, self, and delivery. "They have [soft skills] always been important but are now crucial. Individuals and families may be facing difficult decisions, particularly through cost-of-living concerns," the report stated. Trust might be the single biggest barrier to people engaging w...

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