12 Markers of an Excellent Financial Advisor
What makes a truly excellent financial advisor? In this episode of Mindful Money, we explore 12 key qualities that set the best advisors apart—from asking the right questions and providing clear, honest fee structures to offering proactive solutions and helping you stay on track during turbulent times. We also discuss why trust, emotional intelligence, and long-term planning matter more than flashy investment strategies. If you’ve ever wondered whether your advisor is truly working in your best interest, this episode will give you the tools to assess their effectiveness—and determine whether it’s time to seek a better financial partner.
In this episode:
- (00:00) - Intro
- (04:46) - What defines an excellent financial advisor
- (05:59) - The 12 Markers of an excellent financial advisor
- (06:05) - Asking questions
- (07:19) - A clear fee structure
- (08:31) - Not afraid to challenge
- (10:02) - Clear explanations of process
- (11:28) - A commitment to continuous learning
- (12:29) - Emotional intelligence
- (14:25) - Attention to detail
- (15:33) - Time management and organization
- (16:34) - A strong professional network
- (17:18) - Proactive problem solvers
- (18:07) - Stick to the plan
- (18:58) - High client retention
Get full show notes and links at https://mindful.money.
Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.
