In this category, we will share stories and practical tips for financial advisors and consultants which have proven to be best practices throughout the years.

You Are Not Paid to Be Right All the Time

Don Connelly audio podcast

As the markets become more and more complex, keep in mind that not everything you recommend will work out. It’s okay to feel badly when something doesn’t work. It’s not okay to feel guilty.

One problem with feeling guilty is that we tend to doubt ourselves. Your clients don’t deserve that. They desperately need you to have confidence in yourself. Have an opinion and be there for them. That’s hard to do when you feel guilty.

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