Ithink a general perception exists about financial advisors that goes something like this. We are “numbers-people” who spend most of our time talking “dollars and cents.” Our job, while important, is “dry”, “formulaic”, and all about making sure clients have money to retire comfortably. From an early age we knew we’d enter a financial field.

My career-change story turns this group of ideas on its head. Yes, as financial advisors we need to be numbers and economics oriented. And yes, one of our responsibilities is to ensure clients are set for a happy retirement. But the career has so much more depth and gives us opportunities to make a much greater impact on the lives of our clients and communities than people may realize. Moreover, we aren’t all focused on this career from day one. Which

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