The dynamic between financial advisors and those we advise is broken.
As advisors, we want open and honest relationships with our clients.
We also want a sense of purpose in our work that comes from serving, not selling.
Yet somehow, serving others turns into pushing products that drive profits.
Left unchecked, this tension forces us to become salespeople and destroys the trust we've built with our clients.
There must be a way advisors can do good and do well.
right?.