Summary: Most people would love to have a calling, and the financial planning profession readily fits the bill for many. Advisers have an opportunity to make a significant difference in clients' lives and this can be emotionally rewarding. Financial services firms that focus on actually helping people while making a decent profit can create an incredible work culture . Yet in recent years, there has been a large cadre of advisers leaving the wirehouse and broker-dealer world and going to independent RIAs.
 Independence is more than escaping a bad model of service. It is the perfect opportunity to create a firm that translates a job into a calling and transform the lives of co-workers and clients who follow.”Carolyn McClanahan, director of financial planning, Life Planning Partners |
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