In a service industry like financial advising, it’s not about us it’s about our client. It can be tempting for us to focus on our qualifications, client reviews, investment returns, or brand when we really should be focusing on you. There are no quick fixes to long-term financial planning, and a sales mentality is a disservice to clients.

As an advisor, our job isn’t to have all of the answers or to change your situation overnight. We are as good … Read the whole post...