How much happiness does money buy? It's a vital question for advisors working with clients, as well as for for planners themselves. Many planners find the deepest satisfaction from maximizing AUM and, as a result, their compensation.
Others want to emphasize quality-of-life issues, like a flexible schedule, or find deep satisfaction building a roster of clients who may not generate large fees but urgently need a planner's vision. Nearly 325 advisors who fit this description are members of the Garrett Planning Network.
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