A Birthday Reflection – Five Life Lessons

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,

I’m writing this article on my birthday – for me this is always a chance to reflect on personal and professional goals, wants, desires and areas of contentedness. For this week’s column, in honor of this “personal new year” for me, I’ll share some important insights gleaned from many decades of working in the advisory profession and being both an insider and an outsider: