Question

What characteristics do customers want to see in their FA?

1) Knowledgeable
2) Trustworthy
3) Good communication skills
4) Analytical thinking

Answer 1

Customers want their financial advisor to be knowledgeable, trustworthy, have good communication skills, and possess analytical thinking.

Step-by-step explanation:

The characteristics that customers want to see in their financial advisor (FA) include:

1. Knowledgeable: Customers expect their FA to have deep knowledge and expertise in financial matters, such as investment strategies, tax planning, and retirement planning.
2. Trustworthy: Customers value trust in their FA as they are entrusting them with their financial future. A trustworthy FA is reliable, honest, and acts in the best interest of the customer.
3. Good communication skills: Effective communication is essential for an FA as they need to explain complex financial concepts and strategies to their customers in a clear and understandable manner.
4. Analytical thinking: Customers expect their FA to possess analytical thinking skills to analyze financial data, assess risks, and make informed recommendations.