Overall, aging advisors have done an amazing job getting themselves, their clients and even our industry to this point. But now it’s time to accept the challenge to follow the deep-rooted tug to do more beyond financial work and be more. Your clients will thank you, the industry will change as a result of you, and who knows, maybe even Mom and Dad will say, “I told you to follow what’s in your heart.”
Robert Laura is the president of SYNERGOS Financial Group, the founder of RetirementProject.org and pioneer in Certified Retirement Coach training. He can be reached at [email protected].