2. Rich knowledge of finance, investment, economy and law. Financial planners should be "generalists+professionals". In other words, financial planners should systematically master the knowledge of economy, finance, investment and law, and at the same time be experts in some aspects, such as insurance and securities.
3. Rich practical experience. Only talking about theory can't help customers achieve their financial goals, so whether they have rich practical experience is an important criterion for customers to choose financial planners.
4. Relatively independent. Financial planners working in banks, securities and insurance companies, while making financial planning for customers, will more or less have the purpose of promoting products. This is an objective problem, but the promotion of products should be based on the interests of customers, and should not be "managing money for promotion". There will be many "independent wealth management companies" in the future society. These wealth management companies are independent and not attached to some financial institutions. They help customers choose investment products from the customer's point of view and realize their financial goals.
5. Good personal brand. In the future, there will be a group of "famous brand financial planners" who have a good reputation in the society. Customers who choose these famous financial planners should get better service, and "word of mouth" is an important basis for the survival of financial planners.
6. Good psychological quality. Financial planners will encounter many rejections. A good financial planner should appear at a good time and never abandon it at a bad time.
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