Values, meaningful purpose and mission statements sure sound like a lot of touchy-feely stuff, don't they? Well, folks, it is. Remember, you're advising people about some of the things that are dearest to them-money, protection and legacy, to name a few. It's important that you are clear on what makes you tick before you can accurately understand, interpret and advise other people on what they should do in these areas.
Steve Sanduski, CFP, is the managing
partner of Peak Productions, a financial advisor coaching and training
firm. He can be reached at (866) 829-1730 or at www.peakproductions.com.