02/03/2026
It’s not easy working in this business!
I know a lot of financial professionals that would agree. It’s even tougher when you think there’s an easier way to garner business. I’m convinced there’s not!
I get inundated with adds that just seem and feel greedy! “Hey sign up with this service and get 6 $1M+ client meetings a week!”
Why would I want that? So that I can add more assets to mange and make more money? That’s what it feels like.
What my little world is missing is the financial professional that bolster their business with actual service.
I’m growing, but it’s at a speed that makes sense to my clients, not to my bottom line. What’s more, I actually serve my current clients and I don’t charge them more than I think they should be charged for my service.