Advisor Margaret Starner of Raymond James regularly writes a personal blog for both her friends and clients. Michael Nutt, a Wells Fargo advisor lobbies for gay rights. Patty Estopinal, an advisor at Baird, rallies co-workers for an annual Thanksgiving food drive.
However different their personal styles and priorities, Starner, Nutt and Estopinal share something that many successful advisors have in common: They blur the line between work time and downtime, and allow their personal passions to inform their business. And they seek to align with firms that support both their business and personal interests.
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