7 Traits of Superstar Advisors

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. This group accounted for just 5.1% of the more than 2,100 financial advisors surveyed recently by CEG Worldwide, but their success led us to ask: What traits and behaviors help set this group apart?



John J. Bowen Jr. digs into recent research in depth in his Financial Planning column, but we pulled out a few of the key takeaways. -- Kayan Lim