This week of all weeks, when we’re hustling to get ready to host friends and family and still get all our work done, I’m reminded of just how lucky everyone in our industry is.
While we have to deal with constantly evolving high points and low points, do we take the time to remember how much better we have it than 95% of our neighbors?
This came to mind when one of my top producers called from his fishing boat. He has built the kind of portable career that lets him work in his (home) office when he needs to—and affords him the luxury of phoning it in while fishing, pursuing one of his life’s passions on his own schedule, not on an employer’s calendar.
Christina and I enjoying our lives because of you.
So when we go through a challenging economic period that brings product changes , our first inclination might be “woe is me.” But is woe really you? Or are you the agent or advisor who gets to decide when and where you work? Who you work with? And how much time you get to take for family and the other things you love?
It’s true that you get to the top by working hard. But once you’re there (or well on your way!) you are truly the master of your universe, creating a lifestyle that many would envy.
I am thankful that I work at Shurwest, where I essentially run my own show, aided by an organization that does everything possible to help me help my advisors.
But mostly I am thankful for you. Because of your focus on serving your clients well, you have built an amazing business—a business I am proud to contribute my expertise and experience to.
I look forward to partnering with you in the New Year to find new ways to help your clients with strategies that preserve their wealth, build their income and make it possible for them to leave a fitting legacy.
To make their life’s work a true work of heart.
Happy Thanksgiving from my family to yours!
