Americans want to see the traits of military veterans in their financial advisor, according to the poll of 1,000 Americans taken by Edward Jones.
Survey respondents said they liked a lot of what veterans could bring to the table as financial advisors, including discipline (77%), goal-orientation (73%) and integrity (72%). Well over half, 61%, said they would like to work with a veteran to thank him or her for service to the country. What’s more, nine out of 10 believed skills gained in the military are transferable to other careers.
“I was a boss for 600 people working for me, that’s a tremendous amount of responsibility,” Bosner said. “I translate that to my relationship for 400 to 500 families I’m working for now – that carries across.”
While the skills Bosner learned in the military have been invaluable in his second career, he said that non-veteran advisors can still develop those same abilities. As a member of the hiring team at Edward Jones, he is looking for a focus on the client “mission focus,” in military-speak and “the determination to keep working until you succeed.”
For advisors not planning on enlisting, here are some of Bosner’s tips:
— Listen to clients
“The most important thing is to listen to your client, understand what they want to achieve, and take the time to develop a plan to achieve those goals, whether short-term or long-term,” Bosner said.
— Fulfill your promises
“Monitor things to make sure they’re being accomplished in the way they should be,” Bosner said.
— Demonstrate leadership
“Give them leadership and make sure you¹re doing the absolute best job,” Bosner said.
“You have to have the determination to get those things accomplished,” Bosner said.
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