The successful retirement plan advisor, Pt. 2: Profile in success

This is the second in a five-part series defining success for retirement plan advisors by Liz Davidson, who as president of Financial Finesse has a unique vision of who the most successful retirement plan advisors are, and what they have in common.–Ed.

In my last article for AdvisorOne, I talked about the three most common traits I’ve seen in highly successful retirement plan advisors. Though unique in their personalities and businesses and how they operate those businesses, they all possess similar qualities that have led to their success. The advisors and industry professionals I see who are truly successful at what they do complement their vision with an ability to execute their vision brilliantly. They are often the ones who develop a practical and useful service and put the right team in place, leading them in a way that encourages and fosters creative, problem-solving thinking. They’re the ones who stay focused on the areas where they do their best work and they’re the advisors whose businesses are able to grow quickly because they don’t get held up by politics or operational processes that hinder the innovative processes.