Actualizing A Client’s Deepest Social Values

In our role as financial advisors (financial actualizers?) some of the greatest value we can deliver is helping clients to truly make a material and meaningful difference in the social issues they personally value.  Such social issues are often deeply personal and emotional, with clients having either extreme passion or outright disdain, depending on the issue.  Our role is not to judge what a client is passionate about, instead it is to help them truly understand how to accomplish and actualize that goal to make a meaningful difference.”David Loeper
This is a wonderful read about truly aligning yourself with the values you hold dear and properly improving your chances of making a difference.
Follow the link to read the entire article…

About Christopher Hessenflow

Christopher Hessenflow is a financial planner in the Chicago area. He works with all sorts of people who are much more interesting than he is. He enjoys his career which lends him time to think and, sometimes, be creative. Chip was born bald.
This entry was posted in Investments. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s