Practical Lessons for Your Financial Life (Collection)

Make It Happen

Although I have been educated by my firm, my colleagues, the media, and of course, the markets, I must acknowledge that my greatest teachers have been my clients. When I entered the brokerage business, I was surprised when I had my first learning experiences with “real people!” At the time, I thought it was specific to my career, but later I realized that this is how all young professionals get started! Over the years, clients and I have grown together, learning from our mistakes and celebrating our achievements. There’s nothing like a dramatic market downturn (and I’ve seen quite a few) to severely test an advisory relationship. The most significant lesson I’ve learned from my own clients is that it’s about so much more than ...