Simon Goldthorpe: Six skills successful modern financial advisers share

Key traits of the successful adviser

clock • 4 min read

Simon Goldthorpe outlines six key facets of a good adviser in today's ever-evolving market. How many can you tick off the list?

What was the first thing you bought from Amazon? If like me, you remember the days when it was one of the few online bookshops, the chances are it was the latest bestseller that introduced you to Jeff Bezos's business. Now think about the last thing you bought. These days it could be almost anything, from tomato ketchup to the latest games console - and you may not have even opened the app since a talking piece of tech in your kitchen can place the order for you. In many ways, financial advice has seen the same evolution. A decade ago, a client would call into the office to undertake ...

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