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When Doing Good Isn’t Enough

Doing a god job for your clients is essential for an advisors happiness. The author, Angie Herbers, sees a lot of advisors who do right by their clients but are still unhappy. We know that they are unhappy because they tell us.

The bottom line is that while doing the right thing is an essential element for being happy, it’s not the only element. This is a particularly important consideration these days, as advisory firms are growing larger, and advisors’ jobs are changing along with that growth. Here’s what we’ve found to be critical to being happy as an owner-advisor.

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