22 Things Financial Advisors Can Be Thankful For

superTis the season for giving thanks – and financial advisors typically have a lot to be thankful for.

When asked, most advisors say they’re thankful for “my clients” or “a great year”, but I challenge you to dig a bit deeper. A lot goes on in financial advisory business throughout the year, and some of it’s pretty awesome. To demonstrate, we came up with a list.

Financial Advisors Can Be Thankful For…

1. Of course, growth.

2. Bull markets.

3. Clients who understand reaching their goals takes time.

4. Finally getting to the end of your inbox.

5. CSRs who answer the phone.

6. Clients who send referrals.

Read: How To Turbocharge Your Referral Program

7. Sending a referral and actually getting one in return.

Read: “I send clients to them and nothing comes back”

8. That awesome trade you made 6 months ago.

9. Your website’s design refresh.

Read: 9 Examples of Advisor Websites That Work and Why

10. Surviving busy season.

11. Colleagues who cheer you on.

12. Clients who are generous with their season tickets.

13. Software that makes you look good to clients.

Learn about Blueleaf’s simple account aggregation and easy-to-use client portal.

14. Coffee. Lots of coffee.

15. An awesome office assistant.

16. The client who brought assets over to you by surprise.

Read: The ‘Data Problem’ That Grew One Advisor’s AUM by $1.5mil

17. Meeting your fiduciary duty – and knowing what that even means.

Read: 15 Essential Steps to Meeting Your Fiduciary Duty (Checklist)

18. Winning the office March Madness pool. Every year.

19. Going paperless in your office.

Read: How Financial Advisors “Go Paperless”

20. Holding meetings on the golf course. And how that’s normal.

21. A chance at early retirement.

22. And, of course, pie.

Click here to tweet this list!

What else are you thankful for?

Add your own #23 to the comments below.

Carolyn McRae Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!