10 attributes of great financial advisors

Dimensional has been working with fnancial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list of 10 attributes of great fnancial advisors. 1. PURPOSEFUL: 1 1

1 THEY HAVE A CLEAR MISSION TO SERVE CLIENTS AND HELP THEM REACH THEIR GOALS. Great advisors want to do great work for their clients. They stake their business on doing the right thing—and know that business success will follow. 2. EMPATHETIC: THEY KNOW THEY CANNOT EFFECTIVELY SERVE CLIENTS WITHOUT

2 GENUINELY RELATING TO THEM. To serve well, an advisor must assume a client’s perspective. Empathetic advisors put themselves in their clients’ shoes and work to understand what matters most to them. 3. AUTHENTIC:

3 THEY REVEAL THEIR TRUE SELVES TO CLIENTS. Effective advisors elevate the connection with clients by revealing their own personal stories. A willingness to be transparent and vulnerable helps build client trust and encourages real communication.

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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.