FYI: Last spring we met with a young woman who was working at one of the large discount brokerage firms, in a Manhattan branch, doing financial planning and managing relationships. She’s a financial advisor and a Certified Financial Planner (I don’t know how to make the keyboard type a trademark thingy, get over it).
Anyway, she was interviewing with us because she wants to do real financial planning work. At her current job, she is responsible for 800 households. Eight hundred. I spelled it out so that the enormity of the number would sink in. Take a pause and imagine that book of business for a second. Then remind yourself that all 800 of these families have their own ticks, quirks, traits, needs, misunderstandings, disagreements, wants, wishes, time horizons, idiosyncrasies, priorities, challenges, advantages, tax situations, retirement plans, backup plans, marital problems, hereditary illnesses, secrets, in-jokes, legal disputes, and on and on.
Regards,
Ted
https://thereformedbroker.com/2018/10/05/do-you-know-the-difference/
