Life planning is often touted as a great way to get clients to identify priorities in their lives and organize their finances accordingly. As it turns out, financial planners could do a little more of that soul searching when it comes to operating their practices.

That was one theme that came out of a recent meeting with executives at Cambridge Investment Research, including Eric Schwartz, chairman and CEO, and Jim Guy, first executive vice president and chief marketing officer.  “Advisors [want] more opportunities to engage in practice management, to think about their lives,” Guy says.

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