As financial advisors, we get so much out of our work. When we solve a client’s goals' dilemma, or save them taxes, or help them with a strategy that captures an opportunity they might otherwise have missed without us, we are fulfilled. We are fueled by helping our clients, regardless of their income or asset level. This is one of the reasons it is so hard for some advisors to segment their clients, align service models with client size and complexity, and adopt the fees that

Ask yourself two critical questions for next year’s strategic plan, as you put in your finishing touches: How will you measure your success?