As we enter the New Year, we at Portfolio Advisors wish you and your loved ones a healthy and prosperous 2021! In looking forward to what is in store for us in 2021, I wanted to share a quick story of what has been and will forever be our focus, YOU!
If my memory serves me correctly, I attended one of my first industry conferences for the Financial Planning Association around 2010. During this conference, I was given a bright blue wrist band that had the words Clients First engraved on it. Those words resonated with me as I thought that they clearly summed up my primary role as a financial planner/advisor. This has been my guiding principle and philosophy ever since, and it continues to influence my decisions and interactions with our clients.
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