Four Important Lessons (so far) in 2023

Beverly FlaxingtonBeverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

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Dear Readers,

As I write this, starting tomorrow I will be taking my once-a-year family vacation. I am l blessed that my adult children (including one in college) all still want to travel with me. I am looking forward to unplugging for a bit and spending focused time exploring a new place.

When life events like a planned vacation roll around and, in my case, moving my father into a hospital bed at home and wanting to provide all of the support I could before I left, I pause to think about my work with advisors and financial services professionals. This profession does such great things to change people’s lives and allow them to achieve goals, take care of their families and lead a very robust and fulfilled life. For this “vacation column,” I’ll share some of the insights my team has gathered in 2023 and give you some things to think about before I return for the next set of questions in my voice mail or inbox!