MEDIA QUOTE

AS QUOTED IN ARTICLE BY MOREY STETTNER, FOR INVESTOR’S BUSINESS DAILY, “Financial Advisor Briefing”, March 1, 2021

Morey Stettner, writer for Investor’s Business Daily, shares the importance of financial advisor volunteer activities. Stettner writes, “Running a successful practice leaves little time for extracurricular activities. But that doesn’t stop advisors from volunteering and giving back at local nonprofits” (Stettner, 2021).

Volunteering Fun Factor

Stettner’s article goes on to explain about the fun-factor advisors find while volunteer their time to an organization they are passionate about supporting:

Marianne Nolte, a certified financial planner in Fallbrook, Calif., urges advisors to seek out a “fun factor” in their volunteer work. As long as they look forward to it — and don’t view it as a burden — the odds increase that they’ll stick with it.

Given her love of horses, volunteering for a local nonprofit that provides therapeutic equine-assisted activities for people with special needs is a good fit. She blocks out 3-1/2 hours every Thursday morning to help disabled children and adults ride horses in the REINS program.

“Financial planning for the special needs community is unique, and volunteering at REINS has helped me learn the ins and outs of special needs planning,” she said. “It’s also an opportunity to meet new people.” (Stettner, 2021)

References

Stettner, M. (2021). Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back. INVESTOR’S BUSINESS DAILY. Retrieved March 1, 2021.