Most financial advisors didn’t get into this profession to manage people or to run a business. They got into it because of their love for finance and investing, and a desire to help people on their own journeys to fulfillment. But one day (and many can say they’ve already experienced this) they find themselves running their own practice, managing a team of people and tackling various other quandaries unrelated to the core of what they envisioned.
There is no one particular skillset developed from formal education or past experience to best manage all of these challenges. However, there are some common traits that good leaders tend to embody.
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Financial Services Institute 