Young advisers need help developing ‘soft skills’ for serving clients

Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master’s degree in quantitative economics.

But when he started his career as an associate adviser with FMB Wealth Management last year, he lacked the communication skills that some more seasoned advisers take for granted.

“I struggled coming out of the academic environment with creating research and presentations for people who don’t have a financial or analytical background, such as small-business owners,” Mr. Mock said.

As newly minted graduates make their way into the advisory workforce over the next few months, many of them will be facing the same challenges as Mr. Mock. These individuals are well-equipped to tackle many of the technical duties of a financial planner, but they sometimes lack the soft skills needed to interact successfully with clients and even some co-workers.


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