As a Financial advisor, you are an expert at coaching your clients to identify, envision, and create a plan that satisfies their life’s goals.
But when it comes to living your own rich life, making an impact in your community, and preparing for your best next chapter, you may not have all the facts or the confidence to even get started.
Turns out, even advisors need a guide.
Whether you’re wrestling with the decision to be acquired by another firm, to merge with another company, or to retire fully, your future may feel a bit uncertain right now.
Scott was asking about our families, and who we were, and what was important to us as people, so that really kind of took us down a road right away that they cared about us and who we were and what we liked. That that set the tone that these are the guys that we want to be associated with.