If you lived in my household as a kid, you wouldn’t be surprised I was a kid who saw a glass, half empty then half full. I think having my practice has made me more of an optimist.

A Fidelity survey shows that while 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch. For me, I think 22% dissatisfaction is kind of high and an opportunity for an advisor who gets it and understands the nature of their position.