Financial Advisors Were Grateful
Financial Advisors Were Grateful ging year, as financial advisors and their clients have had to navigate unprecedented issues. We asked several of our top advisors to share what had been most meaningful for them during 2020 and how it has shaped their professional outlook. “I'm incredibly grateful for a supportive team of colleagues, amazing clients, and the ability to continue to use creativity when it comes to inspiring people to make smarter choices with their money. The best moments with my clients have been sprinkled throughout the year. Many clients checked in on me as often as I've checked in on them throughout the pandemic. Some of my favorite moments have come when I've been able to educate about the benefits of donor-advised funds and how they can be leveraged in a family gifting strategy. There really have been bright moments throughout all of this. —Mary Beth Storjohann, Founder of Workable Wealth “Professionally, I am most grateful to be a symbol of pos