Summary: What characteristics do clients value most in their financial advisors? Topping the list are soft skills — ironically, often routinely dismissed by advisors as nice-but-not-necessary. A Massachusetts Institute of Technology AgeLab study in 2015 revealed these findings, and they’ve never been more relevant than today, as John Diehl, senior vice president of strategic marketing, Hartford Funds, which sponsored the study, argues in an interview with ThinkAdvisor.
 My advisor knows me and understands my situation and how I feel about things.” That helps advisors customize investment recommendations. Empathy: “My advisor always takes time to listen.” Risk tolerance and investment objectives, of course, vary."John Diehl, senior vice president of strategic marketing, Hartford Funds |
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