Life changing event

It has been 1 year since I decided to become an independent financial advisor, it was the hardest decision in my professional life however it has also been the most rewarding. When you work for wealth advisory within the banking world you are always asked to do more and more and it becomes about the numbers what the banks want you to do and not the client. I was fortunate in that system to be number 1 within my region, yet I felt I wasn't able to provide the service needed and started to feel overwhelmed. I was losing sleep, worried that world events and economic events prevented me from having the client contact that was necessary to be the best advisor. My health suffered as well as my attitude and quite frankly my mental health. I was managing a large book of business instead of being all things to all people I was just the opposite. I didn't have the technology, the investment choices, resources etc. I won awards, but I was stretched too thin the awards meant NOTHING. Than came my Jerry Maguire moment. Leave it all while on top, and hope that my clients would follow. The first few weeks were the worst, second guessing myself wondering why do I have to be such a contrarian. Now here I am a year later, a year older a year wiser and I can say I am a better financial advisor. I can manage my clients with better tools, better investment choices, better service. Life is manageable and I truly feel like I am impacting lives which is why I entered this business. Have all my clients followed? Nope, but most have and my relationships with each and every one has deepened and I am able to contact each client in the event of financial strains on the market and world events (Brexit). It's great to be an advisor again, I am so thankful. Life is short, risk it!!!

Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and U.S. Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CT, FL, IL, MA, NJ, NY, PA, RI, TX, VA. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please CLICK HERE.