If you do not stand for something, then you will fall for anything.
Before becoming a benefits adviser, I was a U.S. naval-aviation maintenance veteran whose experiences have shaped my industry practices. Most soldiers do not go into battle just to be so close to the enemy that they can smell them. They carry core values that help them make decisions for better outcomes — and those outcomes are bigger than one soldier. The same thinking, for me, applies to the brokerage and advisory space.
