I love this story; I can relate to it, and what financial recruiter, advisor, or anyone in sales wouldn’t?
[pullquote]…as a financial advisor, it’s very important that you understand the “why” behind each of your goals[/pullquote]
We all focus on setting and obtaining our goals, but do we ever stop to think about “why” we set them? Granted, we are financially motivated, but in reflection, it’s often about beating out our competition.
And as Steve Sanduski, CFP, and Managing Partner of Peak Advisor Alliance, a financial advisor coaching and practice management resources organization, points out this is really “negative motivation” and can lead to some serious problems down the road. Read his story…there’s plenty to reflect on.