Why We Do What We Do

The author's MDRT Foundation colleagues were primarily focused on their businesses' continuation of integrity and service to the people who had entrusted much of their financial lives to them over the past decades. They weren't focused on maximizing their own personal retirement incom...

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Veröffentlicht in:Advisor Today 2014-05, Vol.109 (3), p.64
1. Verfasser: Ashe, Brian
Format: Artikel
Sprache:eng
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Zusammenfassung:The author's MDRT Foundation colleagues were primarily focused on their businesses' continuation of integrity and service to the people who had entrusted much of their financial lives to them over the past decades. They weren't focused on maximizing their own personal retirement income or figuring their best tax strategy for sale or transfer -- both admittedly important considerations. Their belief was that in the long run, they, their "successors," the companies they represent, and most importantly, their clients, would do "well" by them first doing "good" for the people they served. What they do makes a difference. It saves families and businesses from financial ruin, keeps families physically together, relieves government of additional social burdens, and provides peace of mind to their clients, often at the most difficult times in their lives.
ISSN:1529-823X