As financial advisors, we like to think we always put our best foot forward with prospects and clients. We also like to believe that our conversations, recommendations and delivery methods have been tweaked to perfection.

However, my wife, Sarah, and I recently hired a financial planner to review our situation. Though fruitful, it caused me to reflect on the way I run my own business.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access