There's a lot of content in the magazine and on our website devoted to better ways to managing your practice, growing your AUM and maximizing your firm's profits. Given our readership, it's appropriate that we focus on these topics regularly. But it struck me as we were judging this year's Financial Planning Pro Bono Awards that it can be easy to give short-shrift to ideas about building planner satisfaction - and not necessarily through higher ROI from your clients.
Given that the average planner these days is in his or her 50s, that means many joined the profession in the 1980s, aka the Me Generation, a time when personal satisfaction became an American focus. If working professionals didn't have to worry so much about their basic needs, they should consider how much happiness their careers brought them. The concept may have been foreign to many of our parents or grandparents, but it's now fully ingrained in college grads.
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