Alexander S Madsen, Registered Representative, Florida Financial Group

"The truth is, most Americans feel a great disconnect with their money. Many don't realize how their relationship with it could empower them to pursue their highest priorities and purpose, rather than make them feel stuck on a gerbil wheel of obligations.
If this feels like you, you may not realize that beyond conversations about your cash flow planning and portfolio allocation, your advisor should also help you focus on career fulfillment, family health, marriage satisfaction and personal life purpose planning. These are all aspects of your wealth, and if they are not optimized, then you and your advisor are both missing an opportunity."