The importance of soft skills for financial advisers

Skills to build trust and foster long-term relationships

clock • 2 min read

Andy Gains explores how advisers can hone their soft skills and enhance client interactions…

The importance of financial advisers learning and using soft skills cannot be overstated.  These skills, such as effective listening, empathy, and clear communication, are essential for building trust, understanding clients' unique needs, and fostering long-term relationships.  Unlike technical knowledge, which is often the focus of professional exams, soft skills are not typically covered in formal education. This gap means that advisers must seek additional training and real-world experience to develop these crucial abilities. By honing their soft skills, financial advisers can e...

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

Former Titan Wealth employee sentenced to community order for harassment

Former Titan Wealth employee sentenced to community order for harassment

Okunola handed 100 hours unpaid work and two-year restraining order

Sahar Nazir
clock 19 September 2025 • 1 min read
PA Awards 2026: Last chance to enter today!

PA Awards 2026: Last chance to enter today!

Celebrating the best in financial planning and advice

Professional Adviser
clock 19 September 2025 • 1 min read
Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Wealth manager partners with White Ensign Association and Forces Transition Group

Professional Adviser
clock 19 September 2025 • 1 min read