How Advisors Can Achieve Personal Fulfillment While Helping Clients Reach Their Financial Goals
Explore the concept of "getting there" both personally and professionally, and how it aligns with helping clients achieve their retirement goals.
Our Advisor Stories series showcases real-world insights and strategies from successful advisors.
Key Points
- Personal Fulfillment: Reflect on the importance of living in the moment and appreciating what you have, while still striving for personal and professional growth.
- Professional Excellence: Aim to be elite in your market, focusing on continuous growth and dominating your field to provide the best service to clients.
- Client Success: Emphasize the mission of helping all employees prepare for retirement, aligning your professional goals with the success and well-being of your clients.
Advisor story: What is your personal “get there” destination?
Everyone has a goal or destination they’re trying to reach—whether it's financial, strategic, or emotional. Wherever our partners, clients, and savers want to be, they can get there with Ascensus. Hear Ascensus Elite advisor Brian Hanna, AIF©, CPFA™ Partner, EVP-Retirement Plans at Everhart Advisors, share his personal “get there” destination.