Seeing the look on a clients face whenever you’ve helped them…………..PRICELESS!
Yes, priceless. There’s nothing I’d rather do than provide quality advice and service to clients and get paid well in return. Leaving the world of the large corporation and starting my own advisory business is turning out to be one of the best decisions I’ve ever made.
This week I am completing another financial plan for a new client. This couple is on board with what I’m doing and they have an appreciation for what I bring to the table. Besides financial planning, I will also manage their investment portfolio. When a client buys into the planning process, it becomes a very gratifying experience for all involved.
I’m finding that running your own advisory business is both a challenge and a joy.