Personal financial advisor, what knowledge do personal financial advisors need? , The risk disclosure management measures for personal financial advisory services are ( )

Hello everyone, today I have noticed a more interesting topic, which is about personal financial advisors, so I compiled a related Introducing the answers of personal financial advisors, let's take a look. What do personal financial advisors need to know? What do personal financial advisors need to know? 1. It is necessary to have good character and professional ethics, take the interests of customers as the service center, and always think about customers, rather than just selling products to customers. In addition, it is also important to keep the personal secrets of customers. The financial planning process involves a lot of customer privacy. As a customer's private financial consultant, you should strictly keep confidentiality. 2. Need to have rich financial, investment, economic, and legal knowledge Financial planners should be "all-rounders + specialists", which means that financial planners should systematically master economic, financial, investment, and legal knowledge, and in some respects Professionals, such as insurance, securities, etc. have expertise. 3. Rich practical experience is required. Financial planning is a highly practical business. Financial advisors must not only "be able to talk" but also "be able to do it." Merely talking about theory cannot help clients achieve their financial goals. Therefore, rich practical experience is an important criterion for customers to choose financial planners. 4. Need to be relatively independent. Financial planners working in banks, securities, and insurance companies, while doing financial planning for customers, more or less have the purpose of selling products, which is an objective problem. However, the promotion of products should be based on the interests of customers, and should not be "financial management for the sake of sales". In the future, there will be many "independent wealth management companies" in the society. These wealth management companies are relatively independent and do not depend on certain financial institutions. They start from the customer's perspective and help customers choose investment products to achieve their financial goals. 5. Need to have a good personal brand In the future, there will be a group of "brand-name financial consultants" with good reputation in the society. Customers who choose these famous-brand financial planners should get better services. "Reputation" is what financial planners rely on. important basis for survival. So far, the above is the introduction of the editor's questions about personal financial advisors. I hope that the 1-point answer about personal financial advisors will be useful to everyone.