While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.
While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He holds a bachelor’s degree in business and owns Moss Valley Group LLC, where he specializes in investment management. Dobson is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
