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What Type Of Person Thrives In The Financial Consulting Industry According To A Financial Consultant At Raftelis Financial Consulting

Financial consultants, according to Erik of Raftelis Financial Consulting, thrive by possessing "a willingness to learn" and mastering the art of asking insightful questions—neither too basic nor overly advanced. This ability to ask appropriate questions, a skill not explicitly taught, is key to success in the field and something that develops with experience and a desire to improve.

Willingness to Learn, Question-Asking Skills, Adaptability, Analytical Skills, Communication Skills

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Erik Milde

Financial Consultant

Raftelis Financial Consulting

University of North Carolina at Charlotte

N/A

Engineering - Civil

Consulting & Related Professional Services, Energy & Utilities, Government & Public Sector

Finance

Disabled, Took Out Loans, Worked 20+ Hours in School

Video Highlights

1. A willingness to learn is crucial in financial consulting.

2. The ability to ask relevant and insightful questions is essential.

3. These skills can be developed over time, and aren't necessarily prerequisites for entering the field.

Transcript

How would you describe people who typically thrive in this industry?

People who typically thrive, I think, share a willingness to learn. This is a skill that you have to pick up, and it may not be ingrained in everyone.

I also think the ability to ask questions is important. Everyone can ask questions, but it's about asking a question that meets expectations without being too far ahead. There's a balance there that isn't always taught.

These are characteristics that people can develop. You don't necessarily need to know them all when you enter the industry, but you will eventually gain them if you're truly willing. I believe these are major characteristics.

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