Charles Schwab’s Post

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They say you can’t pour from an empty cup. Learn how financial consultant Doreen H. turns inward to fill her cup, allowing space to serve her clients and community. https://bit.ly/4fXOYqb

  • Woman sits outside cross legged on the ground with hands pressed together in front of her face.
Wyatt Moerdyk, CFP®, AIF®

Author - The Return of the Pension. Managing Member, Evidence Advisors Investment Management.

2mo

I agree, and thanks to Schwab for highlighting this aspect of what it takes to bring your A game as a planner. I do feel a sense of responsibility to stay mentally and physically in shape in order to best serve my clients. Martial arts and music help with my “inner peace”.

Srinivas Bodapati

Process Lead at Ascensus

2mo

I agree!

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