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...
We often think of finances as a cut-and-dry part of our lives. Left-brained and analytical. Unemotional. The truth is, however, that personal finance is a lot more complicated than just numbers and spreadsheets. Our emotions and mental well-being are directly tied to our financial situation and what we choose to do with that situation. The “personal” side of finance simply can’t be ignored.
As Tim Maurer, Wealth Advisor and personal finance expert said:
