Adviser soft skills are 'crucial' and have 'never mattered more'

‘Soft skills have always been important but are now crucial’

Isabel Baxter
clock • 1 min read

Adviser soft skills such as empathy “have never mattered more,” according to M&G Wealth and Aon.

Both firms have built the ‘adviser future skillset' – an articulation of what they think are the most important skills for financial advisers. This was highlighted in their recent report – The Financial Advice Paradox – published today (17 June). This is split into five categories: client, digital, connection, self, and delivery. "They have [soft skills] always been important but are now crucial. Individuals and families may be facing difficult decisions, particularly through cost-of-living concerns," the report stated. Trust might be the single biggest barrier to people engaging w...

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

Investors hold back on equity exodus as they brace for Trump's next move

Investors hold back on equity exodus as they brace for Trump's next move

UK equity funds suffer

Linus Uhlig
clock 03 April 2025 • 2 min read
Apprentice stars call for more financial advice as online businesses surge

Apprentice stars call for more financial advice as online businesses surge

‘Crucial that young entrepreneurs receive the right guidance to manage their finances’

Sahar Nazir
clock 03 April 2025 • 2 min read
Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

Trump pushes ahead with global 'reciprocal' tariffs, sending markets into a tailspin

20% on EU, 10% on UK

Sorin Dojan
clock 03 April 2025 • 2 min read