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
possibility for the many people across continents—regardless of race, region,
or creed—that with faith, work, and discipline, you can design the life of your
dreams. Onward.” —Dasarte Yarnway, Founder & Managing Director of Berknell
Financial Group
“I'm most grateful for the health of our clients, team, and
families during this challenging year. I'm also grateful for gaining confidence
to get more personal and vulnerable with clients—something I've always
struggled with. As a result, one of my favorite moments with clients was the
overwhelming support for my three-year-old son who had to have emergency
surgery during the first wave of the pandemic. There is no better profession in
the world and I'm feeling extra thankful this year for being a part of it.”
—Taylor Schulte, Founder & CEO of Define Financial
https://www.gold-pattern.com/en
“I appreciate the
amazing clients that have placed their trust and confidence in me and the
financial planning process. I am grateful for the opportunity to collaborate
with such special people and help them navigate challenging times while
planning for their important milestones.” —Marguerita Cheng, CEO of Blue Ocean
Global Wealth
“Professionally, I am most grateful for an amazing staff and
partnerships that have helped make an inherently challenging year easier. They
say business is about your people and that if you take care of them, they will
take care of you. I find this to be especially true in 2020. The best moments
with my clients have been the ones where we didn’t talk about finances and
shared stories of raising kids during a pandemic. I can’t think of a better way
to have connected with them.” —Douglas Boneparth, President of Bone Fide Wealth
“Despite the craziness of 2020, there is plenty to be
thankful for. I'm thankful that my family, my team, and my clients have all
remained healthy during the pandemic. Professionally, I'm thankful for my
peers—without The AGC™ and my friends from around the profession, navigating
the year would have been lonely and much harder. This year has provided time
for reflection, which I've found has allowed clients to really examine what is
most important to them. I've had numerous conversations with clients where
we've refocused their financial plans to allow them to align their values with
their plan—these conversations are always fun and lead to a financial plan that
will have a greater impact on their lives.” —Justin Castelli, CEO of RSL Wealth
Management
“I’m most grateful for the wonderful community of financial
advisors who have kept me sane through a challenging year through their support
and camaraderie. I’m in a coaching program, two masterminds, and also tap into
the #Fintwit community on Twitter—they all made this year better. This year, I
primarily met with clients via Zoom. To my surprise, instead of creating
distance with clients, Zoom seemed to create an atmosphere for more sharing and
conversation. I feel closer to my clients than pre-COVID and feel like I know
them even better than before.” —Cathy Curtis, Founder & CEO of Curtis
Financial Planning
Judging by these moments of gratitude, it’s clear that the
financial advisor community is as strong as ever and that advisors have had a
significant impact on your clients’ lives during the unprecedented turmoil of
2020.
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