The perfect personality for a financial adviser

Some traits are bigger earners

clock • 3 min read

Which personality traits are more suited to creating the best financial advisers? They are not the only determining factors of a good financial adviser, writes Mark Pittaccio, but the science does point to some interesting conclusions

It stands to reason that certain personality traits will be better suited to certain professions. For example, if you are working in healthcare then having strong emotional stability would be advantageous. Equally, if you work in customer service then being extroverted would help you excel at the job. The natural question that follows is which personality types make someone best suited to being a financial adviser? Over the past year, to try and answer this question, I have engaged with more than 1,000 advisers, collecting data on their personality characteristics to see if there were an...

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