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Summary: I’m often struck by the parallels between the independent advisory business and consulting with independent advisors. For instance, most veteran advisors I know have learned not to take clients who aren’t ready to take advice; no matter how big their portfolio is, it’s just not going to be a pleasant experience for anyone.
 The most successful owner-advisors I know make the best decisions they can, learn from the result (good or bad), and move on to the next decision. They know there’s no magic formula—except to keep moving forward."Angie Herbers, Founder and Senior Consultant, Angie Herbers Inc |
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