Casual Dress For Financial Advisers

Now where you are often dictates what you wear although it can be a fine line between what s business casual and what s more appropriate for the golf course.

Casual dress for financial advisers. One advisor summarized this view as follows. More financial advisers are going long on casual attire and shorting the business suit. A topic of increasing discussion amongst financial advisors is whether it s truly necessary to dress up in order to attract and retain clients and whether it might instead be better to adopt more casual attire either because such attire makes it easier to connect with clients or because some very experienced and successful advisors have adopted such wardrobes seemingly with no.

That went for advisors and support staff male and female. A smart casual dress code includes a variety of options for men and women. Smart casual dress is a step up from business casual but not as dressy as formal work attire it implies that employees have kicked their dressing up a notch from business casual into a smart and well pulled together look.

When we started xml financial group we were business casual. Male advisors wore button down shirts and slacks and a collared short. For years the uniform for advisers was a suit and tie or a skirt with matching jacket.

Casual pants capris dress and skirts of appropriate length for the workplace and. Advisors should always dress appropriately. Business casual with the affluent investor telling us that they want to know us on a personal level as trust is so fragile advisors should start socializing with their affluent clients in a.

Even if your clients are casual you re there on a serious matter. For women female advisors have a bit more flexibility in how they dress but the basic concept is much the same skirts and business suits should be elegant and the length should always be appropriate for professional office wear. Her office attire is mostly suits but she schedules casual dress days and even allows for the occasional jeans friday her justification.

A financial advisor s uniform is a coat and. It s a pretty relaxed environment. If you dress professionally people will take you seriously.