Today’s show is gonna be short and sweet. No guest, just a few words about the upcoming holidays and what they can mean for you and your practice. The 2020 has been an unusual year, could probably win awards for understatement.
If there’s anything that advisors can be thankful for this year, it’s their ongoing relationship with their clients. Most advisors started in their careers with the underlying purpose of helping others with their financial lives. Help them manage their lives in a way that prepares them for a successful and happy retirement. Times like these are a terrific excuse to revisit that original reasoning, to re-engage with those original goals, to re-energize your practice with a client-centric outlook that serves both you and the clients well.
