I am a planner by nature, which makes sense considering my choice of profession. In addition to planning for the financial lives of clients, though, I also make time to plan for the success of our business. My partner, Katie Brown, and I believe that the best advisors and firms are intentional about how they design their business around an ideal client experience.
My first step in planning for 2021 is to pause and reflect on lessons learned during this extraordinary year. In this article featured on CNBC.com, I share my experience as a leader of an advisory firm in the pandemic and how it will help guide me to be a better advisor in the future. Click below to read my thoughts as we move into a new year.