Happy New Year


As we enter a new year I will not have predictions. Predictions insult your intelligence. What I have noticed over my 200+ blogs is that many of our challenges in the wealth advisory industry are similar to challenges in other industries. I will start 2022 with the challenge of adding professionals who have experience.  

We all want to add experienced professionals. How we glean their experience is important. They don’t want our job, but they do want us to listen. Their experience can be an invaluable asset if we listen. Listening also requires asking good questions. 

Happy New Year 🎆 

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