The dynamic between Financial advisors and those we advise is broken.
There must be a way advisors can do Good and do well...right?.
Left unchecked, this tension forces us to become salespeople and destroys the trust we\'ve built with our clients.
Yet somehow, serving others turns into pushing products that drive profits.
We also want a sense of purpose in our work that comes from serving, not selling.
As advisors, we want open and honest relationships with our clients.
The dynamic between Financial advisors and those we advise is broken