It’s the day before Thanksgiving and we couldn’t help wondering what our readers are thankful for in 2018—a year highlighted by massive tax reform, a remarkable influx of new clients and an interesting, if turbulent stock market.

So just what are advisors thankful for on the eve of this American tradition celebrating friendship, family and food?

To find out, we asked them in an informal survey. We’re pleasantly surprised that no one mentioned profits, despite the soaring growth in the advisor assets and clients. Instead, advisors told us they are most grateful for change, challenge and, especially, their clients.

Here in their own words are advisors’ tales of gratitude:

Marguerita M. Cheng, CEO, Blue Ocean Global Wealth, Potomac, MD


I’m thankful and blessed for discovering the financial planning profession. The work we do transforms lives. We develop long-lasting meaningful relationships. The work is emotionally gratifying and intellectually stimulating. Financial planning positively impacts families, communities and society at large. As a mom and CFP professional, I’m thankful for the mentors and advocates who encouraged me and supported me.

Leon C. LaBrecque, Managing Partner and CEO, LJPR Financial Advisors,Troy, MI


This Thanksgiving, I am grateful to live in this wonderful, exciting (sometimes risky) and complex world. This environment is the kind that fosters change, that fosters growth and, of course, breaks some eggs. But think of the Pilgrims coming to this new world of complexity, risk, and opportunity. We get the waves, the risky voyage, but we can arrive in a new world. What a wonderful time to be an advisor, or a manufacturer of acid reflux medication.

Dennis R. Nolte, Vice President, Seacoast Investment Services, Oviedo, FL


Grateful first for the freedoms we have in our markets and our country; to pursue passions and purpose with confidence (thank you, rule of law) and precision. I'm thankful for the clients who believe I make a difference in their lives and allow me to maintain and grow my business. I'm thankful for the current low tax rates that I'll probably never see again in my lifetime.

Kayse A. Kress, Financial Advisor, Physician Wealth Services, San Diego, CA

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