Insightlink Home

Employee Surveys Blog

Personal Development for Professional Advisors

Posted by Insightlink on 11/17/21

Personal development is crucial if you are to achieve your goals and reach your full potential in life. As a professional advisor working with different people, working on your personal development early in life sets you up for a successful career. You will be able to offer better services to your clients, which is necessary for building a strong clientele base. In addition, learning and building your soft skills such as communication and listening skills help you become more productive. Moreover, this translates to increased profits. Personal development also helps you become healthier physically and mentally. For a career that is engaging as a professional advisor, being healthy is beneficial not only to you but to your business as well.
Here are 5 ways that you can start working on your personal development as a professional advisor.
profesional development

1.      Advancing your skillset

Running a professional adviser business calls for a lot of skills on top of earning your degree. Your career involves talking to people convincing them to trust you with their money and investments. For this reason, you will need to have strong communication and persuasive skills. Moreover, if you are managing an investment firm, you will need to have strong managerial skills among other important skills. To learn these skills and advance the ones that you already have, consider taking up courses to gain certification in various areas. For instance, you can take a project management course to earn a project management certification from a reputable institution. With this certification, you will have the knowledge to manage projects for your business. If you are employed, you have a good chance of landing better-paying jobs and more roles that can aid your career growth.

2.      Take care of your physical and mental health

Healthy professional advisers see many benefits in their careers. For starters, nobody would entrust you with their investment decisions if you are mentally unstable, or you have a drinking or smoking problem. Personal development for any career person includes taking care of physical and mental health. Hit the gym to lose that excess weight or join a sport. If you are struggling with alcohol or drugs, start working on quitting, and leading a clean life. Start eating healthy and getting enough sleep and rest. In addition, don’t forget to take care of your mental health. You can take up mindfulness as a practice in your daily life. Practicing mindfulness does a lot of good to your decision-making and leadership skills. It also helps in dealing with ambiguity and managing stress.

3.      Attend peer-to-peer forum groups

The truth is that it is always hard to learn and develop on your own. If you are to go far with your professional adviser career, learning from others is something that you have to do constantly. You can do this by networking with other professional advisers. Besides gaining support from your fellow advisers, you will learn other skills such as how to communicate better or manage your business better. In addition, you can use a peer to give you unbiased feedback on your projects. This is necessary in developing different perspectives in dealing with things. Networking with like-minded people is also important in that you can find a mentor in such forums. Having a mentor gives you a chance to learn from someone who is doing it better than you.

4.      Read intensively

Being a professional adviser involves mostly working with people who have succeeded in other professions. This means engaging lawyers, doctors, real estate pros and the like. Such people who have mastered their game expect to engage an equally intellectual individual who is knowledgeable in matters of investments. For this reason, going back to school isn’t enough in gathering knowledge. Start reading books on different topics from different authors. Reading widely allows you to learn different skills from different people. You can take different topics such as ethics, psychology, market history and leadership among others.


5.      Keep a journal

One thing about personal development is that it never ends. Therefore, you need to be constantly aware of the areas that need improvement and how you can improve. One way to create self-awareness is by reflecting your recent activities such as decisions made, conversations and events. Keeping a journal comes in handy to this effect. You can choose to journal every day or once a week privately or in an online blog.
Personal development benefits all areas of your life, but more so in your career life. However, it takes time to master the art. Just be committed to work on yourself on a daily basis and you will start seeing results. Go back to school or take an online course to add on your certifications, join peer-to-peer forums and read widely. In addition, take care of your wellbeing and journal regularly.


comments powered by Disqus

Employee engagement is linked to profits
Employee Survey Demo
Employee Survey Pricing

Where does your company stand on each of the critical "4Cs" of employee engagement and satisfaction?
  • Commitment
  • Culture
  • Communications
  • Compensation
Find out with a benchmarked and validated 4Cs Employee Survey from Insightlink. Since 2001, one of the most trusted research companies in North America.

How many of each do you have?
  • Committed Loyalists
  • Change Seekers
  • Dissatisfied Compromisers
  • Satisfied Opportunists
Only the Insightlink 4Cs Employee Survey can give you the full picture and let you hear how your employees feel about their experience at your organization.


Insightlink Communications are experts in employee survey design, data collection and analysis. Since 2001 we've helped companies of all sizes measure and improve their employee satisfaction and engagement.

4Cs Blog Home

4Cs Blog Archives

Recent Posts

Enhancing Team Dynamics: Creative Strategies for Boosting Collaboration in Your Workplace

Building a Resilient Organizational Culture through Employee Programs

Why Friendships at Work Matter for Employee Engagement

Elevating Employee Engagement: Financial Training for a Happier, More Productive Workforce

5 Reasons Why LinkedIn Will Revolutionize Recruiting Process

Favorite Links

Employee Survey
Insightlink's Acclaimed 4Cs Employee Survey

Advanced Online Survey Platform for Pros

Quick & Easy Online Surveys

Home of the Gallup Q12

World at Work


Insightlink on SHRM

Engaged Employees Blog

HR ToolKit Guide to Employee Surveys
Good info on how to write surveys.

Insightlink 360
Makes 360 assessment surveys easy.

Online Employee Exit surveys.


Copyright © Insightlink Communications. All rights reserved.