Today my on-line version of Financial Planning magazine showed up in my email in-box.
As a former broker and financial advisor, I used to read everything in he magazine. Now I read mainly articles about women and money. However, the one today is titled “Financial Planners Help Stem the Rate of Military Suicides”. Having spent my first career working for three of the military services and then the Department of Defense, and being aware through news stories that suicide rates in the military are rising, I was curious and clicked through to the article.
Personally, I understand that some financial advisors and planners can do more than just hand out wisdom and match clients up with products. What they can do better than most anyone else is listen to a client and then use their brains like a search engine to scan all the considerable knowledge they have about the entire financial management process, not just the lucrative and more glamorous investing component. With their talents, a lot of patience, and a willingness to take the lead in filling out paperwork with the client, they can help make things happen. People in trouble are too exhausted to do it all by themselves.
The article is worth reading whether you are a military member, a health care professional, a financial services professional, clergy, or just a caring person. I am excited to learn this story of how a few risk-taking financial professionals have stepped up to the challenge and changed people’s lives. I’m hoping they have also started a movement to expand how financial professionals are allowed to give clients what they really need.
Please click here to read this story.
Until next time.
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