Work has been pretty stressful for you the last few months. With new regulations and trying to balance all of the responsibilities, you feel like you are failing often.
Tonight, however, you have time for reflection. Today you lost two investment clients. They did not move their accounts, they passed away. It is sad to lose a client. You have emailed and called these people; their lives mattered to their families and friends and to those of you at your company. Death sadly puts life into perspective a bit. The regulations in your industry won’t ever go away, and you know that you will find ways to adjust and adapt regardless of the inconvenience it causes. But your clients, they are first. And when you lose one, you are grateful for the small part you have played in helping plan for that one day wh Continue reading