Most advisors are very deliberate and strategic when planning for clients. So why shouldn’t they do the same when planning for their own careers?
When it comes to planning for their clients, most financial advisors are focused, detail-oriented, strategic thinkers. When it comes to their own career planning, however, many folks take more of a ready, fire, aim approach. Most advisors ask the same critical question, “Would a change of firm or model provide a better opportunity for me to foster growth and serve my clients?” It depends.