How to Maintain professional relationships with Advisees – Challenges and Tips

Online consultation has its own highs and lows. Advisors have to face several problems and answer queries that either directly or indirectly contribute to their success as well as determine their failures as an advisor. So if you are about to start your career as an advisor and need a pointer to start a career, then you have come to the right location.

Here we have enlisted some major challenges faced by the advisor and ways to overcome these challenges in an efficient manner. Moreover, you will find some tips that you can use to improve your practices.

6 Challenges Faced By Advisors
1. Technical Issues

The most common and top on our list challenges is “technical issues.” These include issues like internet signal fluctuation during the online video sessions, lack of technical knowledge, camera issues during video-call, video chat, online consultation platform glitches, poor telecommunications skills, and internet traffic effects due to time zone differences. All of these issues can put off advisees.

In addition to this, the technical efficiency, functionality, and user-friendliness of the medium on which the advisor and the advisee interact or exchange conversation are essential. But, things that matter most are the ability of the advisor to operate and navigate through the system. Here you must know that advisees are your clients. And you have to behave professionally for them to return.

2. Trust

Getting advisee to talk is the most important challenge faced by the advisor. It is mainly caused by a lack of trust or shyness on the advisee's part. Thus, second on our list is “trust.”

In some cases, the advisor’s capacity and ability to listen to the advisor matter the most. So, if you are an advisor who talks more and listens less, or interrupts the advisee during a conversation, then there is bad news. Advisees tend to take this as a hint of advisor competency and develop a lack of trust. Unlimitedly, the bad feedback will affect the overall rating of your profile.

3. Poor Communication

Third, on our list is the ability to communicate. Most people who are highly qualified to be a consultant or advisor lack the ability to communicate or convey messages in laymen's terms. This inability is characterized as “poor communication,” which has no place in the field of consultation.

Besides, this also results in misunderstandings and confuses the mind of the advisee. Therefore, to succeed in the field as a consultant, it is important to have command on commination. What you want to say, try to communicate, or decipher must be understandable by the audience whether it is the advisee or your colleagues. Otherwise, you will lose your potential stream of revenue.

4. Payment Settlement

Internet communication, investment, and fund transfer are notorious for being unsafe. This is also the case of online consultation. Therefore, taking consultation outside the AdvisiaHub Platform increases the risks of payment clearance. In the worst case, the advisor cannot hold the advisee responsible for the commitment. Hence having a clear and strict policy that adhere by the rule of websites matter the most. This also contributes to the efficiency and professionalism of the advisor.

5. Unprofessionalism and Loss of 3 ‘R’s

Having a lack ok empathy for the advisee, not adhering to the agreed meeting time, and neglecting the needs of the advisee, etc. during the consultation session are some of the behaviour that showing the inability of the advisor, AKA unprofessional behaviour.

Having no expertise in a field or no relevant experience, but booking sessions and giving advice to the advisee is also categorized into unprofessionalism.

Among all the challenges that we have mentioned above, this is the most crucial one in the magnitude of affecting the profile ranking, feedback, and repute of the advisor. Once you failed to entice the advisor due to unprofessional behaviour then, the advisor will rant about you on every platform about his/her satisfying experience. This leads to a loss of repute as well as potential revenue.

6. Mismanagement

Lastly, mismanagement. This is one of the most powerful personality attributes of an advisor which could lead to advisees’ decline rate and 3 ‘R’s. Some of the major signs of mismanagement include session overlapping, giving incorrect information about prior experience, and rejecting sessions over and over again. When it comes to consultation, this is a major challenge that every advisor has to deal with.

6 Tips & Tricks to Improve Relationships With Advisees
1. Developing A Friendly Behavior

This is the most important tip that every advisor should opt for. Wanna know why? Because the advisee tends to open up and share exactly what they want from an advisor and tend to reschedule another session with advisors if they possess a friendly personality.

2. Two Way Communication

Remember, consultants, are not a psychologist who is diagnosing clients just by listen and asses. Rather, they are hired to provide solutions, practical solutions. Therefore, if you want to succeed as a consultant then go for two-way communication. This includes listing to concerns, trying to know skills, and guide the advisee about the available options they can opt for. For doing so, you need to talk and have a conversation based on mutual benefits.

3. Appreciation

For consultants, it is extremely important to appreciate the advisee for taking out time for them, selecting them, and attending the session.

4. Create Consultation Plan and Discuss with Advisee

One of the most challenging things for the advisor is to provide advice to the undecided advisee. This not only wastes the advisor's time in problem guessing but also affects the advisee. Hence, to prevent this from happening, it is important for the advisor to pre-built a consultation plan which includes basic questions regarding advisee problem, concerns, and so on. This also creates a good impression on the advisee.

5. Ensure Communication Privacy

This is one of the most essential things for the success of every consultation. This cultivated a sense of ease and trust among advisee

6. Ask for Feedback

For an advisor, it is essential to ask for feedback from the advisee after every consultation session. There are two reasons behind this, first, it helps the advisor in improving his/her consultation strategy. And secondly, it helps advisors to know where they lacked and how to make sessions interactive.


Establishing an online consultation career is not as easy it seems on so many websites. Moreover, one needs to fulfil all the requirements, to register a profile. Such a checklist includes experience details, credit card details for fee transfers, and expertise. Even if you pass the initial stage with flying colours, you still have to prove yourself in the court of clients. This has its challenges which arise gradually. Therefore, a consultation career has huge room for potential growth both personally and professionally.

Here at AdvisiaHub, we have taken every concern of advisors and advisees in mind and developed an equally beneficial platform. Our process of becoming advisors and advisees is super smooth. Visit our website today and start your career alongside other industry specialists, practitioner, and consultants by signing up as an advisor. The best part is, advisee can request an appointment with you. As soon as the advisee book an appointment, we will inform you the same day. Along with the nature of consultation e.g. urgent, critical, or minor.