给我所有的财务顾问：
当您与客户合作时，您是否会感到成就/满足感，无论是个人还是以职业为导向？这可能会使客户在市场的潮起潮落和流动期间步入正轨，建立儿童储蓄计划，预算目标等。
The genesis of this thread comes from my own satisfaction in my current role. I enjoy what I do, but I don't necessarily feel as sense of gratification or fulfillment in my day to day. Risk isn't necessarily a role that gets praise (just the ramifications when the firm loses money), and I don't think that is what I strive for, but rather an internal sense of pride in what I have accomplished.
我提出要与我的亲密朋友合作作为财务顾问，这一薪酬与现在的位置相距不远 - 为我提供了考虑的能力。我想对这是否是一条可行的职业道路进行一些内省，这将导致我想要的成就，但也想从前线的人那里听到。
我感谢坦率。
注释 （3）
Words matter and I take the "Advisor" aspect of Financial Advisor quite seriously (and literally). Unfortunately most don't. Been doing this for over 30 yrs in both a personal practice and Sales VP capacity. Have recruited and coached hundreds of "advisors" while maintaining book.
I LOVE working with clients and helping them navigate the perilous waters whether it be in the accumulation, preservation, or legacy phase. Many of my personal clients refer to me as "their guy" and essentially I am their personal CFO, helping them make all kinds of financial decisions outside the scope of my direct involvement. That's a blast. Many are or have become good friends. Sometimes they're friends first, others are clients first. Having that type of impact is quite satisfying (and way more interesting than talking about the market - which we have no control over).
该领域的大多数都是资产收集者。这没什么错，因为需要投资和管理这笔钱，但是他们确实不是顾问。
我很欣赏这一点，诚实地听到了。当我使用顾问一词时，这就是我所设想的，尽管我了解到这笔钱中有一些人。
我听到了野外朋友的好与坏。另外，我了解建立关系所需的工作。
再次感谢您的颜色和下面提到的示例。干杯!
nobis dicta explicabo quia harum beatae官员。toeribus dicta Architecto ratatione numquam官僚主义。Dolores voluptatem soluta teruma untunt quis。除了Doverri iure dolor voluptas itaque Quas Maxime。
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