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Words of Candor

This year, John and I diligently read through a book called Traction, and found ourselves driven to better serve our clients by applying the principles we read about.
Investopedia defines a financial advisor as someone who “provides financial advice or guidance to customers for compensation. Financial advisors can provide many services, such as investment management, tax planning, and estate planning. Increasingly, financial advisors are providing a range of services from portfolio management to insurance products as a one-stop-shop.”
With the uncertainty of our current circumstances, it’s impossible not to experience some level of fear. And while we can’t prevent feeling it, we can prevent it from controlling us.
Recently I sat down with some clients who own their own business, and let me know they were working on outsourcing and automating a number of things within their business so they could take a step back. Then they asked, “Now what?”