Celebrating Independence

If there’s one holiday that should especially resonate with financial advisors, it’s the 4^th of July – a celebration of our nation’s unyielding and relentless desire for self-determination. After all, it was that same fundamental yearning for independence that propelled most of us to take a step into the unknown and launch our own firms.

The allure of independence is extremely compelling – calling all the shots, no more limited payouts, long-term equity ownership and an ability to align the business with your core values and beliefs. But perhaps there’s no stronger case to be made for blazing your own path than the opportunity it affords you to act in an unencumbered fiduciary capacity for your clients.

There’s one particular sentence in the Declaration of Independence which reads:

“But when a long train of abuses and usurpations, pursuing invariably the same Object evinces a design to reduce them under absolute Despotism, it is their right, it is their duty, to throw off such Government, and to provide new Guards for their future security.”

It’s a sentiment (albeit a strongly worded one) that could serve as a “bill of rights” for each and every client who entrusts you with his or her financial future. While your name may not be Hancock, Jefferson, Adams or Franklin, you nevertheless follow in their footsteps by passionately advocating for and acting in the best interest of those whom you serve. This is a truly noble profession – one that directly impacts the lives of the individuals we work with, future generations of their family, and the philanthropic causes they support.

Regardless of our personal beliefs or political leanings, we are truly blessed to live in a country that affords so much opportunity not only to do well, but to do good in the process. So, as we take time this holiday to celebrate our country’s 243^rd year of independence with friends and family, we at ClientWise would like to take a moment to commend you for your enterprise, your dedication and your commitment to bettering the lives of others.

To quote the most recognized Declaration signer himself, John Hancock perceptively noted:

“The more people who own small businesses of their own, the safer our country will be, and the better off its cities and towns; for the people who have a stake in their country and their community are its best citizens.”

All the best, and Happy Independence Day to you and yours!