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Seven Tips for New Advisors

7. Keep Your Ego in Check


As you gain success in this industry it’s easy to start believing you have all the right answers, especially as more and more people take notice of your success. But remember, nobody knows everything. As you grow into your career – even if your practice is just you and an assistant - you’ll be asked (or required) to take on additional roles such as manager, business strategist, operations expert and more that have little to do with the act of financial planning. Continue to learn, keep an open mind, remain humble and seek help from others to continue to ensure you can deliver on the reason you got into this business in the first place.



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