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How top women advisors use emotional intelligence to give them an edge [Video]

Personal Finance

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The aptitudes that make Canada’s Top Women Wealth Advisors successful are similar to their male counterparts, such as work ethic, financial acumen and building client relationships, but with a few modifications.

While all advisors must build relationships, statistically more women score higher than men on emotional intelligence (EQ), which may ultimately help women advisors bond better with clients.

“Our discussions go much deeper than portfolios,” explains Sophie Paquet, senior wealth advisor and portfolio manager with Brunet Gilbert Paquet Financial Group at National Bank Financial Wealth Management in Quebec City. “Clients tell us about their families and goals. They’ll talk about their children, fears, and insecurities.”

Gillian Stovel Rivers, senior wealth advisor and branch owner with Surround Wealth Advisors at Assante Financial Management Ltd. in …

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