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5 Essential Soft Skills to Sharpen for Success

In an earlier post, I talked about some invaluable soft skills that every financial advisor should have. Really, investing time in developing a variety of soft skills will be beneficial to your business and its success.

While the list of soft skills goes on and on, I highlighted five that I feel are essential to a successful financial advisor. They are:

  1. Clear Messaging
  2. Listening
  3. Stress Management
  4. Passion
  5. Attention to Detail

When you see this list, you may think these skills are a no-brainer. Obviously, you should have good listening skills and passion to be good at your job, but becoming a master takes work.

Clear Messaging

Being able to speak in a clear, concise, and compelling way is truly a valuable life skill, but vitally necessary for financial advisors. You must convey information in an easy (and not boring) way for your clients to understand.

Practice your delivery and remove any technical jargon, patiently explain to your clients what specific things mean, and be adaptable.


To enhance your active listening skills, you must be genuine. Recognize the value in what others have to say.

Be attentive, but relaxed, keep an open mind, don’t interrupt or impose solutions. Once your client is finished speaking, then you can give your feedback, but never put their ideas or thoughts down.

Stress Management

Contrary to popular belief, stress is not an uncontrollable monster. With some simple techniques put into practice, you can eliminate stress.

Identify what is causing your stress and separate the triggers into things that are within and out of your control. For things within your control make a direct plan of action to tackle the issue.

If the stress feels unmanageable try to shift it into productive energy—tackle a workout, a small project you’ve been putting off, or organize your files or office.


I’ve talked about the importance of passion before, it may seem silly, but sometimes we can get off track.

Periodically check in with yourself to identify your motives, your goals, and your dreams. If you seem detached and uninterested, then clients will notice, and it won’t do you any good.

Attention to Detail

Sometimes being detail oriented can feel like a genetic predisposition, either you have it, or you don’t. There’s no in-between. However, there are plenty of things you can do to exercise this skill.

Getting organized, sticking to a schedule or routine, eliminating distractions, and giving yourself the occasional break can all improve your attention to detail.

How do your soft skills hold up compared to this list? If you’re not sure, then ask a few friends whose opinion you value. Having insight into how others view you can be a big help in establishing your strengths.

Take some time each day to exercise these soft skills and track your progress. Clients will take notice, and you will be successful in the end!

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5 Essential Soft Skills to Sharpen for Success
Regularly exercising your soft skills can help you improve your personal brand and client relationships. See my tips for sharpening your soft skills.

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