The major reason why dressing in proper business attire is important for every business professional is because it presents a visual image and sends a message that we are serious in our work.

They are well-dressed all the time; remember there is a saying “If you dress formally; your results will also be formal; if you dress informally, so shall your results will be informal.”

They also dress up for the people they meet; it shows respect in the work they do. As a client I really enjoy seeing my financial advisers dressed properly, it gives a sense of trust working with them.

How are dressed each day; casual, formal or otherwise….Take a moment to think.


They keep all their schedules recorded and well planned; their follow thru in their daily routines are remarkable. They know exactly what they need to do for a week. They never miss an appointment or give excuses. They take slice of their income and employ an administrator to assist them. Each day they make at least 25 calls and fill up their listing table. Their inventory of prospects are always full.

They keep record of their statistics:

  • Calling ratio
  • Making a deal ratio
  • Delayed deals
  • Disappointments
  • Birthdays, Anniversary, and etc
  • Christmas and other festive season greetings
  • Daily, weekly, monthly and yearly goals

At one glance of a good financial adviser is recognised by their daily administration and ritual routines they follow each day without any excuses.


Being on time helps you be cool, calm, and collected, and you make a great impression by showing the other person you respect their valuable time. By arriving early, you allow yourself a few extra minutes to think through your argument, and you appear more confident, poised, and in control. I hate to go for a meeting set by a financial adviser and only to see that they are late; this totally put me off.

If a financial adviser are late; it shows their lack in planning and scheduling of their daily routines; one should stay away doing business with such financial advisers. If you are a financial adviser; remember plan and organise yourself or else re-look at the way you do things each day.


Sending an agenda for business meetings ahead of time is that it gives prospect/clients an opportunity to prepare for the meeting. ?If prospects/clients know that important, relevant topics are going to be covered at meeting, they will be more likely to attend.

Sent a sms, email and etc in advance; so that the meeting will be structured and not wasting individual time. I hate to go for a meeting without an agenda; the meeting will keep going without any serious direction.

If there is an agenda; you be surprise how soon the meeting will end and the the decision making becomes very clear. If you have a financial adviser who sends you an agenda; work with them.


Good Financial Advisers are?well read has read many books and has a lot of knowledge. a thoughtful well-read person. They are aware of taxes, economy, financial markets, investment planning and etc. They read daily news and update their clients if there are any news that clients and prospects should be aware of.

They also update the clients if there are any investment opportunities in the Financial markets. They set clients reviews quarterly, semi-annual or yearly and update them of the financial market and ensure that the program that they have recommended are all in-line with what have discussed.

IS YOUR CURRENT FINANCIAL ADVISER HAVE ALL THESES QUALITIES??If your answer is no, then is time for you to look for a good one; remember your financial goals and dreams are all in their hands as you have trusted your 20% of you hard earned income for them to take care of. Don’t take chances.

Article by: Ashok MBA – Strategic Coach & Mentor for MDRT/COT/TOT





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