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Working Smart
By Lee Rossini
In the world of financial services, technical expertise remains vital – but it’s no longer enough on its own. As markets shift, client expectations rise, and technologies reshape how advice is delivered, financial advisers must increasingly draw on a robust set of soft skills to remain competitive and relevant. Soft skills are no longer 'nice to have' – they are essential for building trust, navigating complexity, and driving long-term success. According to Professor Adam Grant, an organisational psychologist at Wharton, five soft skills stand out as especially critical for the future. These qualities not only support better client outcomes but also foster stronger teams, smarter innovation, and a more resilient business.
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